Service & Inside Sales Associate (Licensed P&C + Life)

About the Role

We’re hiring a Service & Inside Sales Associate to deliver excellent customer service while building our book of business through consultative inside sales. You’ll support existing clients with policy needs, help protect customers with the right personal lines and life insurance solutions, and follow up on quoting opportunities to drive growth.

What You’ll Do

Client Service

• Assist clients by phone, email, text, and in person with policy questions and requests
• Handle policy changes and service transactions (IDs, billing questions, vehicle/driver updates, address changes, documents, etc.)
• Explain coverage options clearly and help customers understand their choices
• Support retention and renewals by proactively addressing concerns and coverage gaps
• Document customer interactions accurately in agency systems/CRM

Inside Sales

• Identify opportunities from inbound calls, existing accounts, referrals, and follow-up lists
• Conduct needs-based conversations to recommend Personal Lines and Life insurance options
• Prepare quotes, present coverage options, and follow up to close sales
• Schedule policy reviews and set appointments for additional protection conversations
• Track activity and follow-ups to meet service, sales, and growth goals

What We’re Looking For

• Active Iowa Property & Casualty license required before start date
• Active Iowa Life license required within 90 days of start date
• Prior experience in insurance, inside sales, or customer service preferred
• Strong communication skills, especially on the phone
• Organized, detail-oriented, and dependable follow-through
• Ability to handle multiple priorities in a fast-paced office
• Comfortable learning and using multiple systems and quoting tools

Compensation & Benefits

• Competitive pay (based on experience)
• Uncapped commission paid on new lines of business written (commissions are not capped)
• Dental & vision insurance available after 60 days
• IRA with employer match after 1 year of employment
• Paid training and ongoing coaching

Location & Schedule

• In-office position in Marion, IA (may include occasional local/community events)

How to Apply

Apply with your resume and contact information.

Our office is a second generation owned & operated insurance agency established in 1984. As one of the highest producing agency in Iowa we are looking for an enthusiastic self motivated person to help us expand out agency.