FIELD MANAGEMENT AND SUPPORT CAREERS
While our agents are on the front lines, their success depends on the backing and instruction they receive from our field managers and support staff.
Combined Insurance offers direct-hire field management positions as well as positions to support our managers. These are integral positions that play a key role in the success of our agents and our company.
This career area also includes opportunities as Account Executives in our Worksite Solutions Group, which focuses on helping employer groups bridge gaps in their employee benefit plans through our unique consultative, employee-driven U-Select process.
We offer the opportunity to earn an impressive income, a comprehensive benefits package, and ongoing training to help you succeed in your role within the company.
Combined Insurance is an Equal Opportunity Employer committed to a diverse workforce. EOE/M/F/D/V
Accident and Health Positions
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- Field Territory Manager Development Manager - Ontario, CA
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POSITION SUMMARY:
The Field TM Development Manager reports to the Director of Sales Force Development and is responsible for implementing initiatives and systems for the Training, Education, and Development of the sales organization. This may include New Agents, Sales Representatives, with an emphasis on Territory Managers.
- Develop and implement continuing education and advanced training for all salespeople within the Region.
- Manage and execute systems to develop and promote new Territory Managers.
- Design and execute ongoing developmental programs for Territory Managers.
- Access and coordinate training needs.
RESPONSIBILITIES:
- Work with Divisional Manager, Regional Directors, and Director of Sales Force Development in planning and executing New TM training systems.
- Conduct ongoing training initiatives to ensure continued progress in productivity and success of the sales force through Regional and Territory meetings, one/one field training activities, activity management, product knowledge, needs assessments, dart card, prospecting and appointment setting, etc.
- Identify key leverage areas and training needs to improve productivity within the Region.
- Implement solutions through weekly analysis and inspection of TM activities and agent development.
- Plan and coordinate specific diagnostic and prescriptive training for TMs using appropriate methods, which may include mentoring, coaching, in-house training, field training and online learning.
- Work with executive team to deliver overall sales initiative and new TM success.
- Identify current agents, and execute system for training and preparation for promotion to TM.
- Implement continuing TM training and development throughout the Division.
- Oversee the onboarding process of new Territory Managers, including promotion process.
- Design and maintain tracking reports as required (Excel)
- Ability to meet deadlines and work well under pressure.
- Participate in Divisional and Regional meetings as needed.
- Substitute for team members when on vacation.
- Office location is Ontario, CA, with at least 60% or more travel required.
- Candidate location near Ontario preferred.
COMPETENCIES:
- Works well as a member of a team.
- Capacities to teach, train, and develop individuals and teams.
- Outstanding team-building skills.
- Strong communication and organizational skills.
- Demonstrate sound judgment and decision making.
- Ability to identify talent for Line 1 positions.
- Good coaching and mentorship skills.
- Design and maintain tracking reports as required (Excel)
- Ability to meet deadlines and work well under pressure.
- Maintain high Ethical standards.
- Ability to design and implement training initiatives.
- Demonstrate innovation and creativity.
- Ability to achieve or exceed business goals.
- Demonstrate problem-solving skills.
- Ability to access and identify training needs.
SKILLS & KNOWLEDGE:
- Successful and stable work history.
- Experience in developing and training sales agents and managers.
- Demonstrated leadership skills.
- Advanced PC skills required including high level knowledge of Microsoft Office Suite of products (Excel, PowerPoint and Publisher)
- College Degree preferred.
- Must have an active Life and Accident/Health insurance license for geographical areas of responsibility.
- 5+ years experience related to sales agent development.
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online.
- Market Sales Director - Multiple Locations
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POSITION SUMMARY:
The Market Director (MD) is primarily responsible for driving overall performance of the assigned Market, in premium and policyholder growth, organizational development, in accordance with Company systems. The MD is also responsible for: managing each market to operate at full staff capacity, hiring new agents, developing Territory Managers (TMs) through regular and effective training and education initiatives; implementing and managing a new Agent training and development system ensuring a high level of initial success, and incremental growth through improved Agent tenure; implementing business standards and operational procedures in accordance with Company guidelines and expectations, and creating and an environment centered on individual achievement and team performance while providing training to develop and maintain a positive attitude philosophy throughout the Market.
RESPONSIBILITIES:
- Distribute internal leads to Territory Managers (TMs) and oversee TMs in lead distribution to Agents.
- Receive externally generated leads, distribute to Territory Managers immediately and ensure timely contact and reporting of disposition.
- Field train Agents at MD’s discretion.
- Review post sales documentation received from TMs.
- Collect and report market results to Divisional Office on daily, weekly basis as instructed.
- Ensure customer service requests received at Market Office are handled appropriately.
- Host the following meetings:
- Monthly full day meeting with entire market team
- Monthly full day meeting with new Agents
- Bi-weekly full day meeting with all TMs
- Attend each territory team’s morning meeting whenever possible.
- Deliver training at each territory team’s morning meeting once every 2 weeks.
- Attend team check-ins at his/her discretion.
- Work with appropriate sources to identify potential Agent candidates.
- Perform interviews and select candidates for field demos.
- Work with TMs to make final hiring decisions.
- Analyze/manage performance of all territories, Agents, Account Executives and TMs.
- Work with senior management to identify good/bad practices in the sales model and continuously improve the model execution in the test market.
- Ensure that TMs consistently have a team of at least 4-5 Agents reporting to them.
- Field train TMs and other key players.
COMPETENCIES:
- Capacity to manage and lead a sales team.
- Outstanding teambuilding skills.
- Strong communication and organizational skills.
- Demonstrate sound judgment and decision making.
- Ability to attract and assess talent.
- Good coaching and mentorship skills.
- Maintain high ethical standards.
- Ability to problem solve.
- Demonstrate innovation and creativity.
- Ability to achieve or exceed business goals.
REQUIREMENTS:
- Successful and stable work history.
- Minimum of 7 years Insurance Sales/Management experience required.
- Demonstrated leadership skills.
- Intermediate PC skills required.
- College Degree preferred.
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online.
Apply Now
To begin the application process, please first select your state of residence. Once selected you will be connected into our application portal, powered by Peoplesoft, where you will be asked to complete our on-line job application form.
State:
- Recruiter - San Francisco, CA
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POSITION SUMMARY
The Local Recruiter is primarily responsible for developing and implementing local recruiting and selection strategies for the hiring of Sales Agents, Territory Managers, and Market Directors within a Division. In collaboration with local management and central recruiting, the Local Recruiter will participate in all facets of the full life cycle process including sourcing, interviewing, and selecting the most qualified candidates. The Local Recruiter will develop a pool of qualified candidates from various local resources. This person will also train field management on identifying effective local recruiting sources and strategies and ensure that local hiring managers adhere to the Company’s new hire process.
RESPONSIBILITIES:
- Research and identify new local recruiting sources for active and passive candidate recruiting.
- Design, build and implement innovative recruiting strategies at the local level.
- Align recruiting goals to DM/MD business plans.
- Establish local networks to find qualified candidates.
- Train local management on effective local recruiting sources and strategies.
- Aid in establishing a recognizable “employer of choice” reputation for the Company in local communities.
- Ensure that candidates recruited locally or by the Central team are moved through the hiring process in a timely manner and maintain the Applicant Tracking System.
- Represent the Company at job fairs and local recruiting events.
- Prepare regular status reports to measure the effectiveness of recruiting sources and strategies.
- Track and maintain continued contact with candidates enrolled in on-line or classroom license training programs.
- Maintain effective lines of communication between the local management and the central recruiting team.
COMPETENCIES:
- Good planning and organizational skills.
- Ability to adapt to a new and changing work environment.
- Proven creative ability in sourcing candidates.
- Ability to interact with diverse people and personalities.
- Self-directed and demonstrated personal initiative.
- Ability to assess and develop talent.
- Ability to work collaboratively as well as independently with minimal supervision.
- Maintain high ethical standards.
REQUIREMENTS:
- Two to three years of professional recruiting experience in a corporate environment.
- Excellent PC skills including demonstrated knowledge of Microsoft Office Suite.
- 75 % travel required.
- College degree preferred.
- Knowledge of Insurance industry a plus.
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online.
- Territory Manager - Multiple Locations
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The Territory Manager (TM) is responsible for leading, developing, building and managing a team of 5 or more Agents, generating sales to new customers, sales and service to current Combined Insurance policyholders, recruiting of new agents and delivering annual new sales objectives
RESPONSIBILITIES:
Developing New Agents
- Field train a minimum of 4-5 days each week for the first two weeks with all new Agents.
- Field train a minimum of 3 days each week for the next 5 weeks with all new Agents.
- Develop in each Agent expertise with all aspects of the sales process
New and Established Agents
- Receive monthly internal leads from Marketing Director (MD) and distribute to Agents (bi
- weekly)
- Receive externally generated leads, distribute to Agents immediately and report disposition daily
- Support Agents in assignment planning/appointment setting as needed
Field train Agents by accompanying them during sales visits as needed, typically at least one day every 2 weeks per Agent
- Collect post-sales documentation and process according to documentation type including disposition of internal lead cards weekly
Meetings
- Conduct daily meetings with the team each morning for the purpose of training and development
- Attend monthly full day market team meetings and deliver training as required
- Attend bi-weekly full day meeting with MD and other TMs
- Conduct and attend training and development meetings
Core sales process and personal production
- Meet production standards and guidelines set by management
- Be able to effectively demonstrate the company's sales process
- Engage in personal production during Incentive Weeks only (Incentive Week to typically take place twice a quarter)
- Execute core sales process as outlined during that week
- Contact externally generated leads and report dispositions in requested timeframe
- Plan assignments
- Conduct sales presentations consistent with new customer approach
- Complete all post sales administration and data collection documents
- Service customer service calls or refer to appropriate channel
Recruiting/Field Demos
- Field recruit prospective new Agent candidates while training and selling
- Establish local networks and sources within territory to find qualified new agent candidates
- Conduct informational recruiting seminars to prospective new Agents as needed
- Represent the Company at local job fairs or other hiring events
- Assist MD’s with interview process of new agent candidates as needed
- Take all prospective territory Agents that have passed MD interview on field demos
- Make final hiring decisions together with MD
Other
- Establish local presence for Company
- Follow company policies and standards
COMPETENCIES:
- Capacity to manage and lead a sales team
- Strong communication and organizational skills
- Good coaching and mentorship skills
- Ability to conduct small group training meetings
- Maintain high ethical standards
- Excellent sales and negotiation skills
SPECIFIC SKILLS OR KNOWLEDGE:
- Successful and stable work history
- Demonstrated leadership skills
- Minimum of 1 year Insurance sales
- Minimum of 1 year Insurance Sales Management experience
- High School Degree or equivalent required
- College Degree preferred
- Basic PC skills required
- Obtaining your Life, Accident, and Health license is required prior to employment
REPORTS TO: Marketing Director
Equal Opportunity Employer
Apply Now
To begin the application process, please first select your state of residence. Once selected you will be connected into our application portal, powered by Wonderlic, where you will be asked to complete our on-line job application form.
State:
Medicare Supplement Positions
- Senior Market Territory Manager - Multiple Locations
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The Senior Market Territory Manager (TM) is responsible for building a high expectation/high accountability team of senior market focused agents. This person will do this through recruiting, developing, coaching, leading and managing a team of 12 or more senior market focused Agents. Our senior market agents will be focused on generating sales to new customers, sales and service to current Combined Insurance policyholders, assisting with recruiting new agents and delivering annual new sales objectives.
RESPONSIBILITIES
Recruiting/Field Demos
- Field recruit prospective new Agent candidates while training and selling
- Establish local networks and sources within territory to find qualified new agent candidates
- Conduct informational recruiting seminars to prospective new Agents as needed
- Work closely with our assigned recruiter
- Conduct interview process of new agent candidates as needed
- Take all prospective territory Agents field demos
- Make final hiring decisions together with Director of National Senior Sales
- Other
- Establish local presence for Company
- Follow company policies and standards
Developing New Agents
- Field train a minimum of 4-5 days each week for the first two weeks with all new Agents.
- Field train a minimum of 3 days each week for the next 5 weeks with all new Agents.
- Develop in each Agent expertise with all aspects of the sales process
New and Established Agents
- Receive monthly internal leads and distribute to Agents
- Receive externally generated leads, distribute to Agents immediately and report disposition daily
- Support Agents in assignment planning/appointment setting as needed
Field train Agents by accompanying them during sales visits as needed, typically at least one-day every 2 weeks per Agent
- Collect post-sales documentation and process according to documentation type including disposition of internal lead cards weekly
Meetings
- Conduct daily conference calls with the team each morning for the purpose of training and development
- Hold monthly full day team meetings and deliver training as required
- Conduct and attend training and development meetings
Core sales process and personal production
- Meet production standards and guidelines set by management
- Be able to effectively demonstrate the company's sales process
- Engage in personal production during Incentive Weeks only (Incentive Week to typically take place twice a quarter)
- Execute core sales process as outlined during that week
- Contact externally generated leads and report dispositions in requested timeframe
- Plan assignments
- Conduct sales presentations consistent with new customer approach
- Complete all post sales administration and data collection documents
- Service customer service calls or refer to appropriate channel
COMPETENCIES
- Capacity to manage and lead a sales team
- Strong communication and organizational skills
- Good coaching and mentorship skills
- Ability to conduct small group training meetings
- Maintain high ethical standards
- Excellent sales and negotiation skills
SPECIFIC SKILLS OR KNOWLEDGE
- Successful and stable work history
- Demonstrated leadership skills
- Minimum of 2 years Senior Market Insurance sales
- Minimum of 1 year Insurance Sales Management experience
- High School Degree or equivalent required
- College Degree preferred
- Basic PC skills required
- Life, Accident, and Health license required prior to employment date
REPORTS TO: National Director of Senior Sales
Equal Opportunity Employer
Apply Now
To begin the application process, please first select your state of residence. Once selected you will be connected into our application portal, powered by Wonderlic, where you will be asked to complete our on-line job application form.
State:
Worksite Positions
- Account Executive - Multiple Locations
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POSITION SUMMARY:
The Account Executive develops relationships with businesses and organizations in order to educate management on the benefits of providing supplemental insurance products to their employees with the ultimate goal of selling Combined’s products to that employee base.
RESPONSIBILITIES:
- Develop and prospect new relationships and customers
- Deepen current relationships through on-going contact and customer service
- Coordinate and manage the life cycle of a sale: prospecting, the sales presentation, managing the systems, case set-up, and enrollment
- Meet department productivity standards
- Attend required team meetings and conference calls
- Compete required training activities and programs
- Follow company policies and standards
- Accurate reporting of all completed activities/results
SKILLS AND COMPETENCIES:
- Excellent sales and negotiation skills
- Strong personal initiative; ability to work independently
- Strong communication, customer service and relationship management skills
- Ability to interact with diverse people and personalities
- Demonstrate the ability to problem solve
- Solid computer skills
- Strong organizational skills
KNOWLEDGE & EXPERIENCE:
- Successful and stable work history
- Commissioned sales experience preferred (not required)
- Knowledge of voluntary benefits preferred (not required)
- Licensed life, health and accident preferred (not required)
Apply Now
To begin the application process, please first select your state of residence. Once selected you will be connected into our application portal, powered by Wonderlic, where you will be asked to complete our on-line job application form
State:
- Area Director - Los Angeles, CA
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The Area Director is responsible for managing and leading a team of Account Executives in a specific geographic region to build and grow the Worksite supplemental employee benefits market. The Area Director will be responsible for training and developing Account Executives, building a high performing team, as well as for growing the premium within the geography. In addition, the Area Director will work with account executives and clients to cultivate and develop new and existing relationships in the market.
Responsibilities:
- Manage, develop and train account executives so that they achieve their production and personal developmental goals
- Work with Account Executives to set goals that increase Account Executive proficiency and grow team premium
- Track team results and hold team of Account Executives accountable to agreed upon sales activities and premium
- Work with Regional Manager/or Worksite leader(s) to determine appropriate hiring needs for the specific geography
- Develop and cultivate relationships with business and community leaders in the geography
- Interview perspective new hires; and make hiring decision
- Collect and report on team results
- Manage team within budget parameters
- Follow company policies and standards
Skills and Competencies:
- Excellent sales and negotiation skills
- Ability to motivate, coach, develop, and retain a high performing team
- Highly organized; excellent time management skills
- Self motivated; high energy; demonstrated ability to lead by example
- Strong written and verbal communication, customer service and relationship management skills
- Ability to interact with diverse people and personalities
- Demonstrated ability to problem solve
- Solid computer skills
- Knowledge of basic employment regulations and policies
Knowledge & Experience:
- Proven and successful work performance and history in Worksite market
- Previous role in management or leadership (minimum 1 year)
- Knowledge of voluntary benefits preferred
- Commissioned sales experience preferred (not required)
- Insurance License required
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online
- Area Director - Washington, D.C.
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The Area Director is responsible for managing and leading a team of Account Executives in a specific geographic region to build and grow the Worksite supplemental employee benefits market. The Area Director will be responsible for training and developing Account Executives, building a high performing team, as well as for growing the premium within the geography. In addition, the Area Director will work with account executives and clients to cultivate and develop new and existing relationships in the market.
Responsibilities:
- Manage, develop and train account executives so that they achieve their production and personal developmental goals
- Work with Account Executives to set goals that increase Account Executive proficiency and grow team premium
- Track team results and hold team of Account Executives accountable to agreed upon sales activities and premium
- Work with Regional Manager/or Worksite leader(s) to determine appropriate hiring needs for the specific geography
- Develop and cultivate relationships with business and community leaders in the geography
- Interview perspective new hires; and make hiring decision
- Collect and report on team results
- Manage team within budget parameters
- Follow company policies and standards
Skills and Competencies:
- Excellent sales and negotiation skills
- Ability to motivate, coach, develop, and retain a high performing team
- Highly organized; excellent time management skills
- Self motivated; high energy; demonstrated ability to lead by example
- Strong written and verbal communication, customer service and relationship management skills
- Ability to interact with diverse people and personalities
- Demonstrated ability to problem solve
- Solid computer skills
- Knowledge of basic employment regulations and policies
Knowledge & Experience:
- Proven and successful work performance and history in Worksite market
- Previous role in management or leadership (minimum 1 year)
- Knowledge of voluntary benefits preferred
- Commissioned sales experience preferred (not required)
- Insurance License required
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online
- Area Director - Dallas, TX
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The Area Director is responsible for managing and leading a team of Account Executives in a specific geographic region to build and grow the Worksite supplemental employee benefits market. The Area Director will be responsible for training and developing Account Executives, building a high performing team, as well as for growing the premium within the geography. In addition, the Area Director will work with account executives and clients to cultivate and develop new and existing relationships in the market.
Responsibilities:
- Manage, develop and train account executives so that they achieve their production and personal developmental goals
- Work with Account Executives to set goals that increase Account Executive proficiency and grow team premium
- Track team results and hold team of Account Executives accountable to agreed upon sales activities and premium
- Work with Regional Manager/or Worksite leader(s) to determine appropriate hiring needs for the specific geography
- Develop and cultivate relationships with business and community leaders in the geography
- Interview perspective new hires; and make hiring decision
- Collect and report on team results
- Manage team within budget parameters
- Follow company policies and standards
Skills and Competencies:
- Excellent sales and negotiation skills
- Ability to motivate, coach, develop, and retain a high performing team
- Highly organized; excellent time management skills
- Self motivated; high energy; demonstrated ability to lead by example
- Strong written and verbal communication, customer service and relationship management skills
- Ability to interact with diverse people and personalities
- Demonstrated ability to problem solve
- Solid computer skills
- Knowledge of basic employment regulations and policies
Knowledge & Experience:
- Proven and successful work performance and history in Worksite market
- Previous role in management or leadership (minimum 1 year)
- Knowledge of voluntary benefits preferred
- Commissioned sales experience preferred (not required)
- Insurance License required
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online
- Sales & Marketing Coordinator - Glenview, IL
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Provide organizational and administrative support to the CCPOA Territory Director, & VPs of Sales and Sales Administration. Duties include handling a wide variety of administrative tasks related to the assignment planning and operations within CCPOA.
RESPONSIBILITIES
- Obtain and coordinate access to CCPOA facilities and schedule sales representatives with proper assignment planning
- General administrative support to CCPOA Territory Director and senior management as necessary
- Process new hire paperwork and coordinate with Home Office as required
- Balance & verify weekly expense reports for CCPOA Territory Director on weekly basis
- Secure travel arrangements for CCPOA team as needed
- Handle meeting arrangements for CCPOA as needed. To include securing locations for small (10 – 20) person meetings, preparing agendas, and ordering supplies
- Track and communicate on compliance issues
- Distribute and collect disposition of leads or service requests as necessary
- Miscellaneous clerical (phones, mail, email, timesheets, communications, etc.)
COMPETENCIES
- Proficient in Microsoft Office programs including Word, Excel, and PowerPoint
- Effective communication and interpersonal skills
- Good planning and organizational skills
SPECIFIC SKILLS OR KNOWLEDGE
- Successful and stable work history
- Excellent PC skills including demonstrated knowledge of Excel and Microsoft Office Suite
To submit your credentials for the above position, please click the Apply Now button. You will be directed to ACE USA, where you can apply online.