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

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.

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 on 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.

• 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.