What are the responsibilities and job description for the Insurance Agent - Life & Health + Property & Casualty (Business & Personal Lines) position at Planstin?
Advance Your Career at Planstin
Planstin is a fast-growing leader in benefits administration and business services, dedicated to simplifying the complexities of insurance and risk management for employers nationwide. As we continue to expand, we're looking for a driven, entrepreneurial Insurance Agent ready to take on a high-impact, multi-line role.
About The Role
We are seeking a fully licensed Life & Health and Property & Casualty Agent with strong experience in business lines - particularly employee benefits, workers' compensation, and commercial coverages. While the primary focus will be o supporting business clients, you will also handle some personal lines such as auto, home, life, disability, and related products.
This position offers a unique opportunity to help companies manage risk more holistically, including consulting on and building customized insurance and benefits programs.
The ideal candidate is relationship-oriented, highly knowledgeable across multiple product lines, and capable of advising clients nationwide. Utah licensing is required, with the ability to obtain licensing in all 50 states.
What You'll Do
Sales & Prospecting
70,000 - 100,000 USD per year(USA)
Planstin is a fast-growing leader in benefits administration and business services, dedicated to simplifying the complexities of insurance and risk management for employers nationwide. As we continue to expand, we're looking for a driven, entrepreneurial Insurance Agent ready to take on a high-impact, multi-line role.
About The Role
We are seeking a fully licensed Life & Health and Property & Casualty Agent with strong experience in business lines - particularly employee benefits, workers' compensation, and commercial coverages. While the primary focus will be o supporting business clients, you will also handle some personal lines such as auto, home, life, disability, and related products.
This position offers a unique opportunity to help companies manage risk more holistically, including consulting on and building customized insurance and benefits programs.
The ideal candidate is relationship-oriented, highly knowledgeable across multiple product lines, and capable of advising clients nationwide. Utah licensing is required, with the ability to obtain licensing in all 50 states.
What You'll Do
Sales & Prospecting
- Identify and pursue new opportunities through referrals, networking, outreach, and strategic prospecting.
- Develop a strong understanding of client needs across both business and personal risk areas.
- Business Lines (Primary Focus): Advise employers on commercial coverages such as workers’ compensation, business liability, commercial property, group benefits, and custom risk-management solutions.
- Personal Lines: Educate and sell auto, home, renters, and other P&C products.
- Life & Health: Guide clients through individual and group health options, life insurance (Term, Whole, Universal), disability income, and long-term care solutions.
- Conduct comprehensive risk and needs assessments for businesses and individuals.
- Assist clients through applications, underwriting, quoting, and policy issuance.
- Serve as an ongoing advisor for renewals, policy reviews, claims questions, and coverage updates.
- Work with companies to design tailored insurance and benefits programs suited to their growth, financial goals, and risk profile.
- Maintain accurate records, adhere to state and federal regulations (including ACA and HIPAA), and follow all company compliance guidelines.
- Stay up to date on industry changes, market trends, and new product offerings.
- Active Utah P&C and L&H licenses (must obtain licensing in all 50 states).
- 4 years of P&C sales experience.
- 4 years of Life & Health sales experience.
- Strong communication, consultative, and relationship-building skills.
- Proven sales ability with strong follow-through and negotiation skills.
- Proficiency with CRM systems and Microsoft Office.
- Highly organized, detail-oriented, and able to work both independently and collaboratively.
- Demonstrated professionalism, integrity, and client-first mindset.
- Total compensation will be include a base salary range of $70,000 with monthly commission opportunity based on new and retaining business. Commission opportunity is structured to increase base salary over $100,000
- 10-13 paid holidays plus 3 weeks of PTO.
- Health, dental, vision, life, disability, and accident coverage.
- 401(k) with a 4% company match.
- Free snacks and regular catered lunches onsite.
70,000 - 100,000 USD per year(USA)
Salary : $70,000 - $100,000