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1 Agency Coordinator Job in Roseville, CA

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Combined Insurance
Roseville, CA | Full Time
$52k-69k (estimate)
2 Weeks Ago
Agency Coordinator
Combined Insurance Roseville, CA
$52k-69k (estimate)
Full Time 2 Weeks Ago
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Combined Insurance is Hiring an Agency Coordinator Near Roseville, CA

POSITION SUMMARY
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:
  • 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.
Conduct Sales presentations consistent with new Customer Needs and Assessment approach:
  • 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.
Agent Field Training:
  • 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
Meetings:
  • Be available to meet with assigned agent for guidance and field training
  • Small meeting with their assigned agents voluntarily
Other:
Follow Agency / State and Company legal standards.
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, 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 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.

Job Summary

JOB TYPE

Full Time

SALARY

$52k-69k (estimate)

POST DATE

04/16/2024

EXPIRATION DATE

06/15/2024

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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.

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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.