Field Support Coordinator

Combined Insurance, a Chubb Company, is seeking a Field Support Coordinator 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 Field Support Coordinator (FSC) is responsible for the day-to-day activities related to sales support, operations, and education/training for the assigned Zone and its Markets.  In addition, the coordinator manages assigned national programs and processes to maximize the sales force effectiveness and productivity, particularly with supporting activities related to compensation, onboarding, incentives, reporting & analytics, and asset management.

 

At the market level, the FSC supports sales leaders (Agency Directors and Agency Leaders) with business performance management, business quality, and persistency and assists with local event management and office management functions. 

 

In partnership with sales leaders within the Zone(s), Field Development team, the Zone HR Business Partner, and home office resources, the coordinator helps execute support activities of the field (Independent Agents and Captive employees) consistent with national direction.

 

Responsibilities 

• Drives efforts to influence the sales practices and metrics related to quality business, including persistency and cancellations
• Promotes best practices and leads ongoing agent education related to Quality Business, agent compensation, and other topics 
• Analyzes available data and reports to identify trends and make recommendations to Sales leadership on opportunities to improve business and sourcing results
• Responsible for coding commission rates on all worksite cases. Works collaboratively across functions to research and resolve disputes and discrepancies
• Delivers knowledge building and on boarding support to Sales leaders for recruits; may assist Sales Coordinators upon request to support the contracting Independent Agents.
• Provides meetings and event management support, including securing locations, development of agenda and content, event and vendor coordination, setup including managing costs to budget, and coordinating vendor payments
• Monitors worksite cases submissions to ensure sales completion of all activities to successfully implement cases and leads efforts to resolve issues 
• Partners with the Zone and Sales leaders to support budgeting and expense management activities 
• Monitors the metrics of the new Independent Agent experience. Partners with colleagues in sales management and other support functions, formulating recommendations to address and improve results
• Provides support for compliance with sales hardware (e.g., iPads, laptops, phones), and works to troubleshoot and resolve operational issues. Assists home office resources in collecting and returning equipment from terminated employees 
• Oversees execution of sales incentive programs within the Zone, including promotional efforts and monitoring, as well as the approval, ordering and distribution of awards and recognition
• Assists with office and facility management functions within the Zone, including liaising with corporate real estate functions for any broader facility needs and maintaining inventory of sales collateral and supplies
• Proposes process changes to support greater efficiencies for future rollout of new initiatives
• Establishes, reports, and monitors key success measures
• Must be able to tailor and adjust approach and engagement with both the captive and independent agent markets appropriately.

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 circumstance