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

Service & Inside Sales Associate (Licensed P&C + Life) Heaton & Associates, Inc Marion, IA Job Details Full-time $28,000 - $40,000 a year 14 hours ago Benefits Paid training Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Life Insurance License Customer retention Property & Casualty License Attention to detail Insurance sales Full Job Description 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.

Pay:

$28,000.00 - $40,000.00 per year

Benefits:

401(k) matching Dental insurance Paid time off Vision insurance

Work Location:

In person