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 and to support the delivery of sales objectives for the assigned area.

The AC is also responsible for helping identify new independent agents, appoint them, and accompany them to sales calls, support presentations and set up the business along with them.

• 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 the Agency to remain affiliated.
• Conduct sales presentations consistent with new customer needs and assessment approach: knowledge of Company products, efficient presentation of sales materials, demonstration of the Company’s Sales Process, and service customer calls or referral to appropriate channels.
• Field train and accompany all assigned Independent Agents; 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 the agent.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits as needed.
• Promptly report any operational issues in setting up new business.
• Demonstrate entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: consistently meet or exceed assigned sales goals.
• Effective communication: professional verbal and written skills, affinity to personal brand value.
• Goal setting: demonstrate personal initiative and goal orientation.
• Obtain a Life, Accident and Health license prior to being appointed.

• Seniority level:
  Associate
• Employment type:
  
  Contract
• Job function:
  Sales and Business Development
• Industry: Insurance