Agency Leader - Portland, OR

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 and 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 Independent Agent candidates and independent agencies to sell Combined products 
• Conduct informational seminars for prospective 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 Agency Coordinators 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 

• High School Degree or equivalent required, college degree preferred
• 3+ years of stable work history 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
• Obtain a valid Life, Accident and Health license prior to employment date
• Ability to use Microsoft Office and tablet at intermediate level
• An active professional network is required.