JOB DESCRIPTION

Field Support Coordinator - JOb description

(P2)

JOB Summary

The Field Support Coordinator (FSC) plays a vital role in driving the success of our sales organization by overseeing a wide array of operational and support activities within designated Zones and Markets. This position is integral to enhancing sales force effectiveness and productivity, focusing on key areas such as compensation, onboarding, incentives, reporting & analytics, and asset management. The FSC is a strategic partner for sales leaders, ensuring that they have the tools and resources needed to succeed.

Key Responsibilities:

• Sales Support & Operations: Manage daily operational activities to effectively meet the unique needs of both sales leaders and agents, while ensuring alignment and adherence with organizational goals.
• Performance Reporting & Analytics: Generate and analyze reports, providing insights to Sales Leadership in areas such as sales performance, and key trends. Recommend actionable strategies aimed at optimizing productivity and business performance with focus on key success measures to drive continuous improvement.

• Worksite Case Monitoring: Ensure accurate coding of commission rates for all worksite manual cases; validate automation exceptions and collaborate across functions to investigate and resolve discrepancies related to compensation, bonuses, and incentive achievements. Monitor production processing by facilitating efforts across operational and sales teams to solve any issues or barriers to success. Research and validate data to reconcile and account for sales discrepancies.

• Event Planning and Coordination: Provide comprehensive event management support with venue selection, vendor negotiation for competitive pricing, agenda development, content creation, coordination, setup, with a focus on successful execution. Manage and monitor travel arrangements for team members, ensuring that all logistics are coordinated efficiently.

• Budgeting & Expense Management Support: Collaborate with Zone and Sales leaders to support budget guidelines and manage expenses effectively.

• Training & Onboarding Support: Collaborate with internal teams as needed to streamline the contracting process for new Leaders and Independent Agents. Partner with Sales Leadership and support teams to monitor education, identify leverage opportunities, and implement solutions. Deliver comprehensive training assistance to new Sales Leaders to ensure they have resources to build toward success. Develop and facilitate training to enhance skills and the knowledge of sales teams, promoting a culture of ongoing learning.

• Sales Quality Influence: Spearhead initiatives to enhance sales practices and metrics, with focus on improving quality business, persistency rates, and minimizing cancellations. Collaborate with Sales Leadership to drive business performance through best practices and continuous education for agents on related topics.

• Incentive & Awards Management: Support the execution of National and Zone level sales incentive programs, facilitating promotional efforts, data collection, reporting status, and achievements. Coordinate approval, ordering, and distribution of awards, prizes, and recognition/presentation.

• Collaboration & Execution: Work in partnership with sales leaders across geographic Zone(s), Field Development, HR, Claims, Licensing, Compensation, and other home office partners to facilitate efficient support activities, ensuring alignment with national strategies and objectives. Advocate for and propose innovative process changes for increased efficiency and facilitate successful rollout of new initiatives.

• Weekly Meetings: Provide comprehensive support by scheduling meetings, sending timely invitations, preparing agendas for Market/Zone meetings. Create engaging presentations through cross functional collaboration to gather content and ensure alignment with our branding and messaging.

• Technology & Hardware Support: Support sales team with hardware technology challenges (e.g., iPads, laptops, phones) through troubleshooting and escalations to resolve access issues; assist with retrieval and return of equipment from terminated employees.

• Facility Management Assistance: Contribute to office/facility management efforts in partnership with corporate real estate for facility needs and inventory of supplies.

• Additional Duties as assigned.

QUALIFICATIONS

SKILLS:

• Technology proficiency - Microsoft Office Suite, CRM/analytics tools PCs, iPads

• Ability to learn and navigate internal systems

• Good verbal and written communication skills

• Ability to foster relationships with various stakeholders and facilitate effective teamwork

• Strong analytical skills to interpret data and translate findings into actionable next steps

• Detail oriented, with strong planning, organizational and project management skills

• Ability to prioritize multiple tasks in a fast-paced environment

• Ability to handle daily tasks without direct supervision strongly preferred

Qualifications:

• Successful and stable work history

• Bachelor's degree or equivalent work experience

• 4+ years proven experience in support, operations, roles in a fast-paced sales environment

• Must be willing and able to travel up to 15-20% as needed

• Bilingual preferred (English/Spanish) and required for some locations

ABOUT US

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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