Advance Your Career at Planstin
Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.
About the role
We are seeking a driven and customer-focused Property & Casualty (P&C) Insurance Agent to join our team. The ideal candidate will be responsible for selling and servicing a wide range of P&C insurance products, including auto, home, renters, commercial, and other property-related coverages. This role requires a strong understanding of insurance principles, excellent communication skills, and a commitment to helping clients protect their assets.
What you'll do
- Lead Generation & Prospecting: Proactively identify and pursue new sales opportunities through various channels, including referrals, networking, and cold calling.
- Client Consultation & Needs Assessment: Conduct thorough needs analyses with prospective and existing clients to identify their property and casualty insurance requirements.
- Product Knowledge & Sales: Educate clients on various P&C insurance products, coverages, and options. Present tailored insurance solutions and close sales to meet or exceed production goals.
- Quoting & Policy Issuance: Generate accurate quotes, prepare applications, and assist clients through the policy issuance process.
- Client Relationship Management: Build and maintain strong, long-term relationships with clients, providing ongoing policy reviews, answering questions, and assisting with claims inquiries.
- Market Awareness: Stay up-to-date on industry trends, product changes, and competitor offerings to ensure competitive and relevant advice.
- Compliance: Adhere to all state and federal insurance regulations and company policies.
- Administrative Tasks: Maintain accurate client records, process policy changes, and handle renewals efficiently.
Qualifications
- Valid Property & Casualty (P&C) insurance license in the state of Utah (or ability to obtain prior to employment).
- High school diploma or equivalent required; Bachelor's degree preferred.
- 2 + years of P&C insurance sales experience
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building abilities.
- Demonstrated sales acumen and negotiation skills.
- Proficiency in CRM software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
- High level of integrity and professionalism.
Planstin's Employee Benefits:
- Compensation; base salary range $50,000-$60,000 base salary + commissions
- 12 paid holidays plus 3 weeks of paid time off to balance work and life.
- Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
- Invest in your future with a 401k plan backed by a solid 4% match from us.
- The perk of free snacks and regular lunches available onsite.
- Take your career to new heights with our dedicated training programs and a team environment that’s all about support and growth.
- Build strong connections with colleagues at our frequent, fun team-building events.