Field Support Coordinator

Chubb•Chicago, IL

19h

About The Position

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.

Requirements

Technology proficiency – PCs, iPads, PowerPoint, Excel, Word
Ability to learn and navigate internal systems
Good verbal and written skills
Successful and stable work history
Detail oriented, planning, and organizational skills. Able to manage multiple priorities.
Must be willing and able to travel of up to 15%-20% as directed
Bachelor’s degree or equivalent work experience
4+ years of hands-on administrative support experience in a fast paced, sales-oriented environment

Nice To Haves

Bilingual English/Spanish preferred
Preferred experience with captive and independent agents’ training, onboarding, and issue resolution

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