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. The AC supports the delivery of sales objectives for the assigned area.

The AC also assists in identifying and appointing new independent agents, supporting them in sales calls, presentations, and setting up their business.

Responsibilities:

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
• Build customer relationships and respond to their needs and concerns.
• Meet at least 75% of personal production targets set by the agency to remain affiliated.

• Have knowledge of company products.
• Present sales materials effectively.
• Demonstrate the company's sales process.
• Handle customer service calls or refer them appropriately.

• Train and accompany assigned independent agents as needed.
• Support new agents in understanding the sales process.
• Assist agents with planning and appointment setting.
• Mentor established agents through field training.
• Report operational issues promptly.

Note:

Obtaining a Life, Accident, and Health license is required prior to appointment.

• Mid-Senior level

• Contract

• Sales and Business Development

• Insurance