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Insurance Sales Coordinator

1 month ago

Meridian, Mississippi, United States Combined Insurance Full time
Job Overview

The Agency Coordinator plays a pivotal role in driving sales growth and supporting the delivery of sales objectives within a specific geographic area. This role involves prospecting new customers, meeting with current customers to sell insurance products, and assisting in the identification and appointment of new independent agents.

Key Responsibilities
  • 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
  • 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 channels.
Agent Field Training
  • Field train and accompany all assigned independent agents as needed and requested by the 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 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 a new piece of business.
Meetings
  • Be available to meet with assigned agents for guidance and field training.
  • Small meetings with assigned agents voluntarily.
Competencies
  • 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 and 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 a track record of meeting or exceeding sales goals to be appointed.
  • Previous coaching and development experience is a plus.
  • Ability to use technology at an intermediate level.
  • High School Degree or equivalent required, College degree preferred.
  • Obtaining a Life, Accident, and Health license is required prior to being appointed.