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Insurance Planning, Inc.

Customer Service Representative/Sales Specialist

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Job Description

Company Overview Insurance Planning, Inc. is a locally owned Trusted Choice Insurance Agency with offices in Hays, Great Bend, and Russell, Kansas. Established in 1968, the company specializes in writing commercial, personal, and life insurance policies across multiple states. Join our team and be part of a trusted organization dedicated to providing exceptional service and solutions. Job Summary We are seeking a dynamic Customer Service Representative/Sales Specialist to join our team. In this role, you will be the friendly face and trusted advisor for our clients, helping them navigate their insurance needs while actively promoting our products and services. Your energy and communication skills will drive customer satisfaction, foster long-term relationships, and contribute to our growth in a competitive market. Duties Engage with clients to understand their insurance needs through active listening and personalized consultation Promote and sell insurance products including personal policies using high-end sales techniques Build strong customer relationships through effective communication, follow-up, and client management strategies Assist customers with policy inquiries, policy adjustments via inside sales channels Conduct product demonstrations and explain coverage options clearly using technical proficiency with tools like CRM systems and Microsoft Office Upsell additional coverage options or services to enhance customer value and meet sales targets Maintain accurate records of customer interactions, transactions, and policy details using organizational skills Requirements Proven experience in outside sales or inside sales within the insurance or related industry Strong negotiation skills Knowledge of renovation, remodeling, construction experience or lighting design is a plus for understanding client needs in related sectors Excellent communication skills in English; additional languages are a plus Proficiency in Microsoft Office Suite (Word, Excel) and CRM systems for client management Basic math skills for quoting policies and calculating premiums accurately Strong organizational skills to manage multiple client accounts and follow-up activities effectively Join us to be part of a vibrant team where your enthusiasm fuels success! We're committed to supporting your professional growth through ongoing training in sales techniques, product knowledge, and technical tools. This paid position offers an exciting opportunity to develop your career while making a meaningful impact on our clients' financial security. Salary and commissions, year-end bonus potential.
Pay:
$16.83 - $21.63 per hour Expected hours: 40.0 per week
Benefits:
401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Paid training Professional development assistance Profit sharing Referral program Retirement plan Tuition reimbursement Vision insurance Wellness program
Experience:
Customer service: 3 years (Required) Ability to
Relocate:
Hays, KS 67601: Relocate before starting work (Preferred)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • Professional Development
  • 401(k) Plans