Property and Casualty Insurance Agent

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.