Combined Insurance, a Chubb Company, is seeking an Agency Leader in the San Jose, CA area to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!
Job Summary
The Agency Leader (AL) 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 & service support to current policyholders.
The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators.
Responsibilities
Sourcing & Development
Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products
Conduct informational seminars for prospective new Independent Agents as needed.
Represent the Agency at local job fairs or other hiring events
Affiliate Independent Agent candidates
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
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
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
Support AC and Independent Agents with sales tools and their implementation
Other
Work with team to reach production expectations and guidelines set by Agency Management
Meet growth goals in APV and Affiliation
Effectively demonstrate the Agency’s Sales Process
Follow Company policies procedures and expectations
Set an example for others to follow
Establish local presence for Agency
Competencies
Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation
Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth
Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course
Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results
Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb”
Education and Experience
Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus
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
High School Degree or equivalent required, college degree preferred
Ability to use Microsoft Office and tablet at intermediate level.
An active professional network is required
Obtaining a valid Life, Accident and Health license prior to employment date
The pay range for the role is $57,000 to $83,000. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled."
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
Skills Required
- Minimum of 3 years with a stable work history and successful sales track record
- At least 1 year of sales team management experience
- Experience leading an independent contractor workforce
- Demonstrated ability to build a team through sourcing and recruitment strategies
- High school degree or equivalent
- College degree
- Intermediate proficiency using Microsoft Office and tablets
- Active professional network
- Valid Life, Accident and Health license prior to employment
What We Do
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. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs 31,000 people worldwide. Additional information can be found at: chubb.com.
