Insurance Sales Team Management Leader
4 days ago
About the Role:
The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.
Key Responsibilities:
- Sourcing & Development: Establish local networks and source prospective Independent Agent candidates and independent agencies to sell Combined products, conduct informational seminars for prospective Independent Agents as needed, represent the Agency at local job fairs or other hiring events, affiliate Independent Agent candidates, and make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator.
- Field Training: Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products, develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested, provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development, collaborate with Carrier Compliance Department to provide required compliance training, and support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed.
- Meetings: Lead voluntary meetings and webinars, facilitate and attend training and development meetings developed and led by AD and carrier for support, and attend other Agency meetings, as required.
- Administration Support: Assist Agency Coordinators and Independent Agents in adhering to administrative process, be the primary contact point for administrative and implementation support queries, and support Agency Coordinators and Independent Agents with sales tools and their implementation.
Qualifications:
- Competencies: Problem Solving, Continuous Learning, Initiative, Adaptability, Results Orientation, and Values Orientation.
- Education and Experience: High School Degree or equivalent required, college degree preferred, 3+ years of stable work history with a successful sales track record, 1+ years of Sales team management, experience in leading independent contractor workforce preferred, demonstrated ability to build a team through proven sourcing and recruitment strategies, obtain a valid Life, Accident and Health license prior to employment date, ability to use Microsoft Office and tablet at intermediate level, an active professional network is required, B2B Experience, Agency Building Experience, and 2 years with insurance experience.
Benefits:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
About Combined Insurance:
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, and celebrating 100 years in business, we are committed to making the world of supplemental insurance easy to access and understand.
About Chubb:
Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
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