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The AD will assist in the development and delivery of optional training and education initiatives for Agency Coordinators and Independent Agents. RESPONSIBILITIES Executive Sales Direction * Help ...

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Agency Assistant information

What are the key skills and qualifications needed to thrive as an Agency Assistant, and why are they important?

To thrive as an Agency Assistant, you need strong organizational skills, attention to detail, and proficiency in office administration, often supported by a high school diploma or relevant administrative coursework. Familiarity with office productivity software such as Microsoft Office Suite and basic knowledge of customer relationship management (CRM) systems are commonly required. Excellent communication, multitasking ability, and a proactive attitude are standout soft skills for this role. These skills are vital for efficiently supporting agency operations, ensuring smooth workflow, and fostering positive interactions with clients and team members.

What are some common challenges an Agency Assistant may face when supporting multiple team members simultaneously?

As an Agency Assistant, you'll often juggle tasks for various team members, which requires strong organizational and communication skills. Balancing competing priorities and managing time effectively can be challenging, especially during high-volume periods or tight deadlines. Adapting quickly to shifting needs and proactively clarifying expectations with your team can help ensure tasks are completed accurately and on schedule. It's also important to stay organized with digital tools and maintain clear documentation to manage assignments efficiently.

What are Agency Assistants?

Agency Assistants are administrative professionals who provide support to agencies, such as advertising, insurance, or real estate firms. Their responsibilities typically include handling communications, scheduling meetings, organizing files, and assisting with client relations and project management. They play a crucial role in ensuring the smooth day-to-day operations of the agency and may also help with research, data entry, and other clerical tasks as needed.

What is the difference between Agency Assistant vs Administrative Assistant?

AspectAgency AssistantAdministrative Assistant
Required CredentialsHigh school diploma; some roles may prefer relevant certificationsHigh school diploma; often some college or administrative certifications
Work EnvironmentAgency settings such as marketing, advertising, or talent agenciesOffice environments across various industries
Employer & Industry UsagePrimarily in service, creative, or media agenciesWidespread across corporate, government, and nonprofit sectors
Common Search & ComparisonOften compared for support roles within agenciesMore general administrative support roles

The Agency Assistant typically works within specific agency environments, focusing on supporting agency operations, while the Administrative Assistant has a broader role across various industries, providing general administrative support. Both roles require similar credentials but differ mainly in industry focus and work setting.

More about Agency Assistant jobs
What cities are hiring for Agency Assistant jobs? Cities with the most Agency Assistant job openings:
What are the most commonly searched types of Agency jobs? The most popular types of Agency jobs are:
What states have the most Agency Assistant jobs? States with the most job openings for Agency Assistant jobs include:
Agency Director

Agency Director

Chubb

Atlanta, GA • On-site

Full-time

Medical, Dental, Life, Retirement

Posted 23 days ago


Chubb rating

8.1

Company rating: 8.1 out of 10

Based on 63 frontline employees who took The Breakroom Quiz

131st of 263 rated insurance


Job description

Combined Insurance, a Chubb Company, is seeking a Agency Director in Atlanta, GA 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 Director (AD) is primarily responsible for driving overall executive direction of the Agency's performance in the assigned market(s), in premium & policyholder growth, organizational development, in accordance with Independent Agency policies and systems. 

The AD will manage and develop Agency Leaders (AL) in an assigned territory. The AD will also collaborate with ALs to support Agency Coordinators (AC) and Independent Agents (IA) to ensure each market is operated at optimum level in terms of production and sourcing & appointment of IAs. 

The AD will assist in the development and delivery of optional training and education initiatives for Agency Coordinators and Independent Agents. 

RESPONSIBILITIES 

Executive Sales Direction 

  • Help establish the general direction of their assigned market(s). Assess and adapt plans and priorities to address service gaps and/or operational challenges. 

  • Oversee the coordination of all aspects of sales, training, and operational support for all levels of their sales organization. 

Sourcing & Development 

  • Provide support to the ALs and ACs with sourcing prospective new Independent Agent candidates and independent agencies to sell Combined products. 

  • Make recommendations on accepting/rejecting candidates for appointment as Independent Agents. 

  • Work with ALs to identify targeted training needs. 

Administrative Support 

  • Ensure customer service requests received at Market Office are handled appropriately. 

  • Work with ALs to ensure administration and implementation queries are channeled appropriately. 

  • Support ACs and Independent Agents with sales tools and their implementation. 

Other 

  • Analyze and manage performance of all levels (Individual Sales Agents, Agency Leaders and Agency Coordinators) of the assigned territory. 

  • Works with Carrier Compliance team to ensure that agency sales are done in compliant manner and in accordance with state regulators. 

  • Serve as the main conduit to ask carrier for service and answering questions about operations and implementation. 

COMPETENCIES 

Business Acumen: The ability to apply technical expertise, special knowledge, maturity and judgment to business issues and, as a result, improve Chubb and/or team performance. Demonstrates technical, business and market knowledge and leverages it to Chubb's advantage. Is analytical, data-driven and fact-based in decision-making. Remains an active student of the Chubb Insurance business. Maintains both a "big picture" perspective and a detailed operational understanding of one's own area of responsibility. 

Influence: Understands how the company works, manages the matrix, and collaborates with and influences others to get things done, even without formal authority. Communicates effectively and passionately about our business. Is able to persuade, convince and influence people on important issues. Anticipates and prepares for how others will react and can overcome resistance. Deepens relationships at all levels - within Chubb and outside. 

Inclusive Team Leadership: Effectively manages the performance of all team members, motivating and inspiring others toward achieving specific goals. Is able to adapt leadership style to individual differences and preferences; allows for divergent views and manages constructive conflict. Fosters high collaboration within own team and across the company; constantly acts and thinks "One Chubb". Defines clear roles and responsibilities while holding others to high performance standards. Has an inclusive mindset; creates and maintains an inclusive environment of teamwork and collaboration that is motivating for others. Takes a genuine interest in employees, providing them with feedback and opportunities to support their professional development. Actively seeks to build a diverse team and leverages different capabilities. 

Execution: Effectively and efficiently uses personal initiative, managerial authority and organizational resources to deliver on commitments. Continuously reviews operating plans and measures results. Creates a clear line of sight between individual actions and the broader business goals. Pushes oneself and others to deliver results. Does not tolerate mediocre performance - taking appropriate action with those who are not meeting. Expectations. 

Ownership: Takes full accountability for achieving (or failing to achieve) desired results. Maintains momentum under pressure and shows persistence in overcoming obstacles. Uses constructive feedback to improve performance and results. Accepts accountability for team success or failure. Is optimistic about the future of Chubb and takes personal pride in the company. 

Integrity & Courage: Upholds and models Chubb values, even in challenging situations, when making decisions and communicating to others. Sets a good ethical example and acts as a role model for others, even when it's difficult to do so. Is direct, truthful and widely trusted. Demonstrates confidence in one's own opinion, analysis or point of view. Raises difficult issues with others in order to improve business performance. 

Strategic Focus: Incorporates a long-term perspective on Chubb and the markets in which Chubb operates into both planning and execution. Understands how one's own team, unit or function fits into the broader Chubb strategy and sets priorities accordingly. Anticipates future trends and builds or adjusts business plans accordingly. Creates a compelling picture of the future that inspires others. Uses customer and client insights to adjust and/or drive product and service solutions. 

EDUCATIONAND EXPERIENCE 

  • Stable work history & proven success 

  • Minimum of 7 years Insurance Sales & Management experience required 

  • Demonstrated leadership skills 

  • Intermediate PC skills required 

  • College Degree preferred 

  • Life, Accident, and Health license required prior to employment date 

OUR BENEFITS
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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About Chubb

Sourced by ZipRecruiter

Chubb is the world's largest publicly traded property and casualty insurer. 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. We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights and values.

Industry

Insurance services

Company size

10,000+ Employees

Headquarters location

Warren, NJ, US