Agency Sales Coordinator

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The AC also helps identify and appoint new independent agents, supports them on sales calls, assists in presentations, and helps set up the business with them.

• Individual and Group Sales including personal and team production:
  Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by the Agency to remain affiliated.
• Conduct sales presentations consistent with the New Customer Needs and Assessment approach, with knowledge of Company products, efficient presentation of Company sales materials, and effective demonstration of the Company s Sales Process.
• Provide service to customer inquiries or refer to the appropriate channel.
• Agent Field Training:
  Field train and accompany all assigned Independent Agents as needed and requested by the agent; support each New Agent to develop a solid understanding and foundation of the sales process; assist in assignment planning/appointment setting as needed; mentor and coach established Agents by conducting field training or accompanying them during sales visits as needed; promptly report any operation issues in setting up new business.
• Entrepreneurship:
  Demonstrate entrepreneurial spirit to build an independent agency.
• Execute the Sales System:
  Ability to meet or exceed assigned sales goals consistently.
• Effective Communication:
  Professional verbal and written communication skills, with emphasis on the value of personal brand.
• Goal Setting:
  Demonstrate personal initiative and goal orientation.

• Obtaining a Life, Accident and Health license is required prior to being appointed.

• Life, Accident and Health license required prior to appointment.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Contract
• Job function:
  Sales and Business Development
• Industries:
  Insurance

Note:

Referrals increase chances of interviewing at Combined, a Chubb Company by 2x.