Planstin

Advise business and personal clients on multi-line insurance products, conduct risk assessments, manage sales and client relationships, and ensure compliance with regulations. | Must have active Utah P&C and L&H licenses, 4+ years sales experience in both P&C and Life & Health, strong communication and negotiation skills, and ability to obtain licensing in all 50 states. | 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. The Pay Range For This Role Is 70,000 - 100,000 USD per year(USA)

Manage client accounts by serving as primary contact, onboarding new clients, conducting check-ins, resolving issues, and preparing for contract renewals while collaborating internally to customize solutions. | Bachelor's degree or equivalent experience, 3+ years in client-facing account management, Life + Health Insurance License (or ability to obtain within 60 days), strong communication and multitasking skills, familiarity with health insurance administration preferred, and proficiency with CRM and Microsoft Office. | 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 expanding our Benefit Manager team and looking for a skilled account executive to join our growing company. A Benefit Manager is responsible for building and maintaining relationships with our clients, ensuring their satisfaction with our services, and identifying opportunities for growth. They will conduct regular check-ins with clients and address inquiries, resolve issues, and prepare them for successful contract renewals. This role is for you if you enjoy client facing work, building and maintain rapport, and managing multiple accounts. What You'll Do • Serve as the primary point of contact for assigned clients, responding to inquiries and resolving issues in a timely and professional manner. • Manage onboarding of new clients, ensuring all their specifications are met, open enrollment runs smoothly, and they have a positive introduction to our services. • Conduct regular check-ins with clients to review their account status, address any concerns, and identify opportunities for upselling additional services. • Collaborate with internal teams to develop customized solutions that meet each client's unique needs. • Provide ongoing training and support to clients on the use of our products and services. • Monitor and analyze client usage data to identify trends and opportunities for improvement. • Prepare each client for a successful renewal, implementing enhancements where possible. • Develop and maintain a deep understanding of our industry and competitive landscape to effectively position our services and differentiate us from our competitors. • Maintain accurate records of client interactions and sales activity in our CRM system. Qualifications • Bachelor's degree in business, marketing, or a related field or equivalent experience. • Current Life + Health Insurance License required preferred, if not be able to obtain within the first 60 days of employment. Planstin will cover the costs for you to test and obtain study material to prepare. • 3+ years of experience in a client-facing account management role. • Strong communication, interpersonal, and problem-solving skills. • Ability to multitask, prioritize, and manage time effectively. • Proven track record of meeting or exceeding sales targets. • Familiarity with health insurance administration and regulations preferred. • Proficiency in CRM software and Microsoft Office Planstin's Employee Benefits • As a Benefit Manager at Planstin Administration, you will earn a competitive compensation package expected to start at a $60,000-$65,000 base salary and generous commission structure based on new customers and retention. Total annual compensation could be $75,000+. • 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. • Perk of free snacks and regular lunches available onsite in our St. George, Utah office. • 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.