What are the responsibilities and job description for the Benefits Advisor-Bilingual Spanish/English position at Chubb Benefits?
Candidates must be fluent in Spanish.
Company Description
Chubb Benefits is committed to supporting employers in protecting and promoting the well-being of their employees. We offer innovative products designed to address the specific needs of organizations, providing solutions that extend beyond traditional voluntary and group benefits. Our tailored offerings aim to improve employee health while delivering measurable cost savings to employers. We pride ourselves on being a trusted partner for businesses focused on enhancing their employees' lives.
Role Description
This is a hybrid role as an Agency Coordinator based in the areas of metro New Orleans, metro Baton Rouge, greater Lafayette & greater Lake Charles (we are hiring for all 4 areas in LA). The Agency Coordinator will manage sales operations, support sales teams, build relationships with clients, and uphold exceptional customer service standards. Responsibilities include coordinating sales activities, ensuring smooth communication between team members, and assisting in tracking sales performance. This role also involves maintaining customer relationships, addressing inquiries, and providing effective solutions to improve the client experience.
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.
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 Field train and accompany all assigned Independent Agents as needed and requested by agent.
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.
- o Obtaining a Life, Accident and Health license is required prior to being appointed.