Combined, a Chubb Company · 5 hours ago
Agency Sales Coordinator
Combined, a Chubb Company is seeking an Agency Sales Coordinator who will be responsible for prospecting new customers and meeting with current customers to sell Insurance products. The role involves supporting the delivery of sales objectives and training independent agents in the sales process.
Insurance
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 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
Field train and accompany all assigned Independent Agents as needed and requested by agent
Support each New Agent 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
Qualification
Required
Prospecting new customers independently
Meeting with current customers to sell Insurance products
Supporting the delivery of sales objectives for the assigned area
Generating new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders
Building customer relationships and responding to customer needs and concerns
Meeting a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated
Conducting Sales presentations consistent with new Customer Needs and Assessment approach
Knowledge of Company products
Efficiently presenting Company sales materials
Effectively demonstrating the Company's Sales Process
Servicing customer service calls or referring to appropriate channel
Field training and accompanying all assigned Independent Agents as needed and requested by agent
Supporting each New Agent to develop a solid understanding and foundation of the sales process
Supporting Agents in assignment planning/appointment setting, as needed by agent
Mentoring and coaching established Agents by conducting field training or accompanying them during Sales visits as needed
Promptly reporting any operation issues in setting up a new piece of business
Entrepreneurial spirit to build their own independent agency
Executing Ability to meet or exceed assigned Sales goals consistently
Professional verbal and written communication skills, affinity to the value of personal brand
Demonstrating personal initiative and goal oriented
Obtaining a Life, Accident and Health license is required prior to being appointed
Company
Combined, a Chubb Company
Combined, a Chubb company, is a leading provider of supplemental accident, health and life insurance products in North America.
Funding
Current Stage
Late StageRecent News
MarketsandMarkets Research Pvt. Ltd.
2025-10-13
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