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POSITION SUMMARY

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 identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.

RESPONSIBILITIES

Individual and Group Sales including personal and team production :

• 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.

Agent Field Training :

• 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

Meetings :

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

Other :

Follow Agency / State and Company legal standards.

COMPETENCIES

• Entrepreneurship : Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System : Executing Ability to meet or exceed assigned Sales goals consistently.
• 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.

SPECIFIC SKILLS OR KNOWLEDGE

• 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.

Last updated : 2024-08-05