Client Sales Associate

BIA•Eugene, OR

8d•$45,000 - $60,000•Onsite

About The Position

Boone Insurance Associates is seeking a motivated, relationship-driven Internal Sales Agent to join their team. This role involves helping prospective and current clients understand their insurance options, select appropriate coverage, and feel confident throughout the enrollment and renewal process. The ideal candidate enjoys consultative sales, accurate follow-through, and building long-term client relationships. While insurance experience is helpful, the company is open to a driven candidate willing to obtain the required Health & Life license within 60 days of their date of hire. This non-exempt position offers a base salary of $45,000 to $60,000, with 10% sales commissions. Additional commission and incentive opportunities may apply.

Requirements

A proven track record in sales or a strong desire to learn and excel in a sales role.
Ability to obtain a Health & Life insurance license within two months of hire required.
Effective communication skills with the ability to explain insurance information clearly and professionally.
Comfort working with detailed documents, accurate data entry, and confidential information.
Ability to follow established processes and maintain compliance with CMS and HIPAA requirements.
Advanced computer skills, including Microsoft Teams, Excel, Word, Adobe, Outlook, and CRM systems.
Ability to read and comprehend written and spoken English.
Basic math skills.
High school diploma or equivalent required.
Must pass credit check, drug screen, and background check for the role.

Nice To Haves

Insurance experience is helpful.
Active Health & Life insurance license preferred.
College coursework preferred.

Responsibilities

Achieve sales targets and contribute to overall agency growth.
Identify and pursue new business opportunities with prospective clients, current clients, carriers, and local business partners.
Contact prospective and current clients about health and life insurance products and policy options.
Explain coverages, policy details, and plan differences in a clear and client-friendly way.
Guide clients in selecting coverage that best fits their needs and eligibility.
Recommend appropriate modifications or updates to existing policies when a client’s needs change.
Build customized insurance packages and complete policy enrollments and renewals.
Follow established sales, documentation, CRM, CMS, and HIPAA processes accurately and consistently.
Maintain timely and accurate notes for all client and prospect interactions in the BIA CRM.
Attend assigned trainings and stay current on insurance products, carrier requirements, and compliance expectations.
Perform other related duties as assigned.