Agency Sales Coordinator jobs in United States
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Combined, a Chubb Company · 2 hours ago

Agency Sales Coordinator

Combined, a Chubb Company is seeking an Agency Sales Coordinator responsible for prospecting new customers and supporting sales objectives in a designated area. The role involves conducting sales presentations, training independent agents, and building customer relationships to drive insurance product sales.

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

Sales System ExecutionLifeAccidentHealth LicenseEntrepreneurial SpiritEffective CommunicationGoal Setting

Required

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 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
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
Demonstrate personal initiative and goal oriented
Obtaining a Life, Accident and Health license is required prior to being appointed

Company

Combined, a Chubb Company

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Combined, a Chubb company, is a leading provider of supplemental accident, health and life insurance products in North America.

Funding

Current Stage
Late Stage

Leadership Team

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Rich Williams
President
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Company data provided by crunchbase