Insurance Sales and Service Advisor
Listed on 2026-07-31
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Sales
Insurance Sales, Customer Success Mgr./ CSM
Job Description
Looking for a Career Where You Can Help People AND Earn More?
At the Brian Woods Agency, we believe insurance is about more than policies—it's about protecting families, solving problems, and building lasting relationships.
We're looking for someone who genuinely enjoys helping people while also recognizing opportunities to better protect our customers.
This is not a high-pressure cold-calling sales position.
Instead, you'll spend your day helping current customers, assisting inbound callers, conducting insurance reviews, and working warm sales opportunities that naturally arise from those conversations.
If you enjoy talking with people, solving problems, and being rewarded for your performance, we'd love to meet you.
Why Join Our Agency?
For more than a decade, we've helped families throughout the Ohio, Kentucky and Indiana protect what matters most.
We're known for putting customers first, educating instead of pressuring, and building relationships that last for years.
Our mission is simple:
Helping Families Protect What Matters Most.
If you're looking for a place where your work truly matters and your income can grow with your effort, we'd love to hear from you.
Benefits- Ongoing sales training and professional development
- All leads, technology, and CRM tools provided
- Base Salary with uncapped commissions
- Bonus opportunities
- Paid Time Off (PTO)
- Quote Auto, Home, Renters, Condo, Landlord, Motorcycle, Boat and Life Insurance
- Cross-sell existing customers
- Follow up with warm leads and quote requests
- Assist customers calling our office with insurance questions
- Review current policies and recommend better protection
- Help customers make policy changes
- Process endorsements and policy updates
- Answer billing and coverage questions
- Build long-term customer relationships
- Ask for referrals from happy customers
- Deliver an outstanding customer experience on every interaction
- Property & Casualty license preferred or willingness to obtain
- Previous experience in sales, customer service, banking, retail, hospitality, or another customer-facing role preferred
- Excellent communication skills with the ability to build trust and develop lasting customer relationships
- Motivated to identify customer needs, recommend appropriate solutions, and confidently ask for the sale
- Positive, coachable, self-motivated, and committed to delivering an exceptional customer experience every day
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