Agency Coordinator
3 weeks ago
- 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.
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