Agency Coordinator

• 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 

• Be available to meet with assigned agent for guidance and field training  
• Small meeting with their assigned agents voluntarily 

• Entrepreneurship: Entrepreneurial spirit to build their own independent agency. 
• Execute the Sales System:  Executing Ability to meet or exceed assigned Sales goals consistently. 
• Effective Communication:  Professional verbal and written communication skills, affinity to the value of personal brand. 
• Goal Setting: Demonstrate personal initiative and goal oriented. 
• Ethics: Maintain and exemplify high ethical standards. 
• Time Management:  Ability to effectively plan, manage time. 
• Coaching: Coaching and mentoring skills, high desire to see others achieve. 
• Training/Developing: Ability to facilitate training. 
• Prospecting: Active networker within geography that leads to customer and agent leads. 

• Successful and stable work history. 
• Minimum of 1-year coaching/leading work experience. 
• Demonstrated ability to lead a team through work experience or demonstration of personal motivation, strong ethics and Desire to see others succeed. 
• Minimum of 6 months with track record of meeting or exceeding sales goals to be appointed. 
• Previous coaching and development experience is a plus. 
• Ability to use technology at intermediate level. 
• High School Degree or equivalent required, College degree preferred. 
• Obtaining a Life, Accident and Health license is required prior to being appointed. 

About the Company:
Combined Insurance

Combined Insurance is a leading provider of supplemental accident, health and life insurance products and is a member of The ACE Group of Companies. With a field sales force and corporate staff in several countries, Combined Insurance meets the growing insurance needs of policy holders around the globe.

Industry:
Insurance

Founded:
1922

Website:
https://www.combinedinsurance.com/us-en/#