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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 :
o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
o Build customer relationships and respond to customer needs and concerns.
o 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 :
o Has knowledge of Company products.
o Can efficiently present Company sales materials.
o Can effectively demonstrate the Company's Sales Process.
o Service customer service calls or refer to appropriate channel.
Agent Field Training :
o Support each New Agent to develop a solid understanding and foundation of the sales process.
o Support Agents in assignment planning / appointment setting, as needed by agent.
o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
o Promptly report any operation issues in setting up a new piece of business
Skills :
o Entrepreneurship : Entrepreneurial spirit to build their own independent agency.
o Execute the Sales System : Executing Ability to meet or exceed assigned Sales goals consistently.
o Effective Communication : Professional verbal and written communication skills, affinity to the value of personal brand.
o Goal Setting : Demonstrate personal initiative and goal oriented.
Last updated : 2024-05-20
Full Time
$55k-74k (estimate)
05/22/2024
08/18/2024
The job skills required for Agency coordinator include Sales Presentation, Insurance Products, Customer Service, Prospecting, Written Communication, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be an Agency coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Agency coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Agency coordinator positions, which can be used as a reference in future career path planning. As an Agency coordinator, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Agency coordinator. You can explore the career advancement for an Agency coordinator below and select your interested title to get hiring information.