Insurance and Benefits Agent

2 weeks ago


Altoona, United States Chubb Full time

The Independent Sales Agent opportunity with Combined Insurance is a 1099
independent contractor role that is authorized and appointed to sell Combined
Insurance products to new customers while retaining the ability to market and sell other
insurance carrier’s products. The role is responsible for independently prospecting and
meeting with customers, offering them the Combined products that best meet their
needs and servicing their Combined policyholders.
Highly productive independent agents may also be eligible to increases their income by
becoming an Agency Coordinator supporting a team of other independent agents in an
assigned geography and earning overrides on the team’s production

Independent agents are expected to engage in the following activities when working for
Combined:

 Become familiar with Combined company products that they are
authorized to sell.
 Generate new customers, through their own customer portfolio, external
leads, customer referrals, target marketing, field prospecting, direct contact to
small businesses.
 Build customer relationships and respond to customer needs and
concerns.
 Conduct sales presentations and schedule sales appointments.
 Complete standard post-sales data collection documents
and administrative processes as required by company.
 Handle customer service calls or refer them to appropriate channel in the
company
 Abide by all laws and regulations applicable to the insurance industry and
abide by the terms of their independent agent contract with the Company
including meeting minimum annual production standards to remain appointed
 Assist with customer enrollments of group policies sold.
 Service policyholders

In addition to the personal sales and production responsibilities above, independent
agents who qualify and are selected to become Agency Coordinators will be expected
to engage in the following activities:

 Mentor and coach all assigned Independent Agents upon request.
 Assist new agents to develop a solid understanding and foundation
of Combined’s products.
 Support Agents in assignment planning/appointment
setting, customer visits/presentations, and conduct field training as
requested.
 Remain available to meet with assigned independent agents upon their
request.
 Promptly report any operation issues in setting up a new piece of
business to the Agency Leader.
 Remain available to meet with assigned independent agents as
requested.





REQUIREMENTS FOR APPOINTMENT


 Insurance license in life and/or accident and health issued by a state
regulator and in good standing State License
 Execution of Independent Sales Agent Agreement and appointment
paperwork


WHAT COMBINED OFFERS TO 1099 INDEPENDENT SALES AGENTS

 Access to industry leading training and sales support from a fortune 500
Global company and leader in its field
 A dedicated support structure
 High independent income potential with strong opportunity for personal
growth and building an independent business/ career
 Competitive Products
 Multi Product Offers
 Freedom to sell other lines of business
 Potential for personal and professional advancement



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