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Insurance Agent - Life & Health + Property & Casualty (Business & Personal Lines)
Insurance Agent - Life & Health + Property & Casualty (Business & Personal Lines)Planstin Administration • Boca Raton, Florida, United States, 33428
Insurance Agent - Life & Health + Property & Casualty (Business & Personal Lines)

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

Planstin Administration • Boca Raton, Florida, United States, 33428
1 day ago
Job type
  • Full-time
Job 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)

    PIab7a4046855a-30511-39131012

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    Property Casualty Insurance Agent • Boca Raton, Florida, United States, 33428

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