Agency Sales Coordinator

Agency 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 Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined 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 Agency to remain affiliated.
• Perform sales presentations consistent with new Customer Needs and Assessment approach: knowledge of Company products, efficient presentation of sales materials, effective demonstration of the Company's Sales Process, service customer service calls or refer to appropriate channel.
• Field train and accompany all assigned Independent Agents as needed and requested by agent, support each new agent to develop a solid understanding of the sales process, support agents in assignment planning/appointment setting, mentor and coach established agents.
• Promptly report any operational issues in setting up a new piece of business.
• Entrepreneurial spirit to build their own independent agency, execute the Sales System, effective communication skills, goal setting.

• Obtain a Life, Accident and Health license prior to appointment.
• Experience in independent insurance agency sales and agent training preferred.

Mid-Senior level

Contract

Sales and Business Development

Insurance

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