Agency Sales Coordinator

Agency Coordinator (AC)

Responsible for prospecting new customers, supporting independent agents, and delivering sales objectives within a defined geographic area.

• 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.
• Has knowledge of Company products.
• Can efficiently present Company sales materials.
• Can effectively demonstrate 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 new agents to develop a solid understanding and foundation of the sales process.
• Support agents in assignment planning/appointment setting, as needed by agent.
• 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 a new piece of business.
• 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, affinity to the value of personal brand.
• Goal setting:
  Demonstrate personal initiative and goal oriented.

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

Mid‑Senior level

Contract

Sales and Business Development – Insurance

Orlando, FL