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 Agency Coordinator is also responsible for helping in the identification and appointment of new independent agents and supporting them to sales call, presentations and setting up the business.
Responsibilities
Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and existing 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.
Conduct sales presentations consistent with New Customer Needs and Assessment approach:
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.
Agent field training:
Field train and accompany all assigned independent agents as needed.
Support each new agent to develop a solid understanding of the sales process.
Support agents in assignment planning/appointment setting as needed.
Mentor and coach established agents by conducting field training or accompanying them during sales visits.
Promptly report any operational issues in setting up new business.
Entrepreneurial spirit to build their own independent agency.
Execute sales system: Ability to meet or exceed assigned sales goals consistently.
Effective communication: professional verbal and written communication skills.
Goal setting: demonstrate personal initiative and goal oriented.
Obtaining a Life, Accident and Health license is required prior to being appointed.
Qualifications
Life, Accident and Health license prior to appointment.
Seniority Level Associate
Employment Type Contract
Job Function Sales and Business Development
Industry Insurance
#J-18808-Ljbffr
The Agency Coordinator is also responsible for helping in the identification and appointment of new independent agents and supporting them to sales call, presentations and setting up the business.
Responsibilities
Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and existing 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.
Conduct sales presentations consistent with New Customer Needs and Assessment approach:
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.
Agent field training:
Field train and accompany all assigned independent agents as needed.
Support each new agent to develop a solid understanding of the sales process.
Support agents in assignment planning/appointment setting as needed.
Mentor and coach established agents by conducting field training or accompanying them during sales visits.
Promptly report any operational issues in setting up new business.
Entrepreneurial spirit to build their own independent agency.
Execute sales system: Ability to meet or exceed assigned sales goals consistently.
Effective communication: professional verbal and written communication skills.
Goal setting: demonstrate personal initiative and goal oriented.
Obtaining a Life, Accident and Health license is required prior to being appointed.
Qualifications
Life, Accident and Health license prior to appointment.
Seniority Level Associate
Employment Type Contract
Job Function Sales and Business Development
Industry Insurance
#J-18808-Ljbffr