Planstin

Compensation

Full Description

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)