Agency Leader in San Jose, CA

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

• 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