Client Sales Associate

Boone Insurance Associates; Eugene, Northern (OR, KY); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Volunteer hours

Paid holidays

Health benefits

Dental/Vision/Life coverage

Disability insurance

Annual incentive program

Simple IRA 3% match

Job summary

Boone Insurance Associates is seeking an Internal Sales Agent to help clients understand health and life insurance options and guide them through enrollment and renewal. The role emphasizes consultative sales, accurate follow-through, and building long-term client relationships.

The ideal candidate will learn complex products, explain coverages in simple terms, and follow established processes in a compliance-focused environment. Licensing within 60 days is required or encouraged.

Qualifications

• Experience in sales or a strong desire to learn and succeed in sales.
• Ability to obtain/hold Health & Life insurance license within two months of hire.
• Strong communication skills with the ability to explain coverage clearly.
• Comfort handling detailed documents, data entry, and confidential information.
• Compliance with CMS and HIPAA requirements.

Responsibilities

• Meet sales targets and contribute to agency growth.
• Identify and pursue new business opportunities with prospects, current clients, carriers, and partners.
• Contact clients about health and life insurance options and explain coverages clearly.
• Help clients select appropriate coverage and enroll in policies; handle renewals.
• Maintain accurate notes in the CRM and follow sales processes.

Skills

Sales

Relationship-building

CRM

Communication

Detail-oriented

Education

High school diploma

Tools

CRM systems

Microsoft Excel

Microsoft Word

Outlook

Teams

Job description

Description

About Boone Insurance Associates

Boone Insurance Associates has served the Oregon health and life insurance market for more than 40 years. Our sales team plays a key role in maintaining the trusted relationships and service-focused reputation our agency has built with clients, carriers, and community partners.

About the Opportunity

We are looking for a motivated, relationship-driven Internal Sales Agent to help prospective and current clients understand their insurance options, select appropriate coverage, and feel confident throughout the enrollment and renewal process. This in-office role is a strong fit for someone who enjoys consultative sales, accurate follow-through, and building long-term client relationships.

The ideal candidate is comfortable learning complex insurance products, explaining coverage in clear everyday language, and following established processes in a compliance-focused environment. Insurance experience is helpful, but we are also open to a driven candidate who is willing to obtain the required Health & Life license within 60 days of DOH.

Compensation & Onboarding Support

This non-exempt position offers a base salary of $45,000 to $60,000, with 10% sales commissions. Base comp is dependent on sales experience and insurance license status. Additional commission and incentive opportunities may apply based on revenue goals and eligibility requirements.

Benefits

• Eligible employees receive these annual benefits on the first of the month following 60 days of employment:
• Paid time off.
• 15 paid volunteer hours.
• Paid company holidays.
• More than $6,000 toward health benefits.
• Fully funded employee dental, vision, life, and disability insurance.
• Annual Incentive Program when revenue goals are met.
• Following 2 years of employment, all BIA Employees, regardless of benefit eligibility, may participate in:
• BIA Simple IRA w/company matching up to 3%.
• Benefits are subject to change.

Requirements

What You Will Do

• 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.

What We Are Looking For

• A proven track record in sales or a strong desire to learn and excel in a sales role.
• Active Health & Life insurance license preferred.
• 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; college coursework preferred.
• Must pass credit check, drug screen, and background check for the role.