Insurance Sales and Service Advisor

Allstate - Brian Woods Agency; Fairfield (OH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Sales training

CRM tools provided

Uncapped commissions

Bonus opportunities

Paid Time Off

Job summary

Brian Woods Agency is seeking a customer-focused insurance professional in Ohio to help current clients, review policies, and pursue warm sales opportunities. You’ll build lasting relationships, answer questions, and deliver exceptional service daily.

Your role emphasizes helping families protect what matters while earning through base pay plus uncapped commissions and ongoing training. Join a team that educates customers rather than pressures them.

Qualifications

• Property & Casualty license preferred or willingness to obtain.
• Experience in sales or customer service preferred.
• Excellent communication and relationship-building skills.
• Proactive in identifying customer needs and offering solutions.
• Positive, coachable, self-motivated, and focused on delivering great customer experiences.

Responsibilities

• Quote Auto, Home, Renters, Condo, Landlord, Motorcycle, Boat and Life Insurance
• Cross-sell existing customers
• Follow up with warm leads and quote requests
• Assist customers calling our office with insurance questions
• Review current policies and recommend better protection
• Help customers make policy changes
• Process endorsements and policy updates
• Answer billing and coverage questions
• Build long-term customer relationships
• Ask for referrals from happy customers
• Deliver an outstanding customer experience on every interaction

Skills

Customer service

Sales experience

Communication

Relationship building

Needs assessment

Tools

CRM tools

Job description

Job Description

Looking for a Career Where You Can Help People AND Earn More?

At the Brian Woods Agency, we believe insurance is about more than policies—it's about protecting families, solving problems, and building lasting relationships.

We're looking for someone who genuinely enjoys helping people while also recognizing opportunities to better protect our customers.

This is not a high-pressure cold-calling sales position.

Instead, you'll spend your day helping current customers, assisting inbound callers, conducting insurance reviews, and working warm sales opportunities that naturally arise from those conversations.

If you enjoy talking with people, solving problems, and being rewarded for your performance, we'd love to meet you.

Why Join Our Agency?

For more than a decade, we've helped families throughout the Ohio, Kentucky and Indiana protect what matters most.

We're known for putting customers first, educating instead of pressuring, and building relationships that last for years.

Our mission is simple:

Helping Families Protect What Matters Most.

If you're looking for a place where your work truly matters and your income can grow with your effort, we'd love to hear from you.

Benefits

• Ongoing sales training and professional development
• All leads, technology, and CRM tools provided
• Base Salary with uncapped commissions
• Bonus opportunities
• Paid Time Off (PTO)

Responsibilities

• Quote Auto, Home, Renters, Condo, Landlord, Motorcycle, Boat and Life Insurance
• Cross-sell existing customers
• Follow up with warm leads and quote requests
• Assist customers calling our office with insurance questions
• Review current policies and recommend better protection
• Help customers make policy changes
• Process endorsements and policy updates
• Answer billing and coverage questions
• Build long-term customer relationships
• Ask for referrals from happy customers
• Deliver an outstanding customer experience on every interaction

Requirements

• Property & Casualty license preferred or willingness to obtain
• Previous experience in sales, customer service, banking, retail, hospitality, or another customer-facing role preferred
• Excellent communication skills with the ability to build trust and develop lasting customer relationships
• Motivated to identify customer needs, recommend appropriate solutions, and confidently ask for the sale
• Positive, coachable, self-motivated, and committed to delivering an exceptional customer experience every day