Field Support Coordinator (Finance)
JOB DESCRIPTION
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.
- 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
QUALIFICATIONS
Skills ABOUT US OUR BENEFITS
Education
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, 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. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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