Agency Sales Coordinator
Combined, a Chubb Company
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, supporting them through sales calls, presentations, and business setup. Responsibilities 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 satisfy agency sales standards to remain affiliated. Conduct sales presentations consistent with new Customer Needs and Assessment approach:· Knowledge of Company products;· Efficient presentation of Company sales materials;· Effective demonstration of the Company’s Sales Process;· Service customer service calls or refer to appropriate channel. Field train and accompany Independent Agents, supporting their development of a solid understanding of the sales process, assignment planning/appointment setting, and executive presence during sales visits. Mentor and coach established Agents through field training or accompanying them during sales visits. Report operational issues promptly when setting up new business. Display an entrepreneurial spirit to build and grow an independent agency. Execute the Sales System, consistently meeting or exceeding assigned sales goals. Demonstrate professional verbal and written communication skills and a focus on personal branding. Set personal goals and demonstrate initiative. Qualifications Obtaining a Life, Accident and Health license is required prior to appointment. Additional Information Seniority level: Mid-Senior level Employment type: Contract Job function: Sales and Business Development; Industries: Insurance #J-18808-Ljbffr Combined, a Chubb Company
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