Insurance Agent - Life & Health + Property & Casualty (Business & Personal Lines)

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

• 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.

Multi-Line Insurance Expertise

• 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.

Client Advisory & Support

• 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.

Program Development & Risk Management

• Work with companies to design tailored insurance and benefits programs suited to their growth, financial goals, and risk profile.

Compliance & Administration

• 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.

Qualifications

• 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.

Planstin's Employee Benefits: 

• 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.