Enterprise Sales Agent - Insurance - Full-time

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The focus of the Enterprise Sales Agent is to give quotes, close leads, and retain relationships. This role also advises clients on the benefits of various policies as well as tailoring insurance packages to meet their specific needs.

The Enterprise Sales Agent works in an inside sales environment with both inbound and outbound calls. This position also tracks client data through Salesforce CRM system and engages with pre-qualified prospects.

Essential Duties and Responsibilities

• Develops and maintains a pipeline of prospective clients through networking, referrals, cold calling, and lead generation activities.
• Assesses client needs and financial situations to recommend suitable insurance products and coverage options.
• Explains policy features, benefits, and terms clearly to help clients make informed decisions.
• Processes applications, renewals, and policy changes in a timely and accurate manner.
• Maintains accurate client records and track all interactions using CRM or agency management systems.
• Meets or exceeds monthly and annual sales targets and performance metrics.
• Stays current on product offerings, underwriting guidelines, and industry regulations.
• Provides ongoing customer service and support, assisting clients with claims and policy questions.
• Collaborates with underwriters, adjusters, and other insurance professionals to ensure customer satisfaction.
• Performs other duties as assigned.

Position Requirements

Education

• High school diploma or equivalent required; bachelor’s degree in business, finance, or related field preferred.
• Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired.

Experience

• Proven experience in inside sales or the insurance industry, with expertise in the sales process and client management required

Functional/Technical Skills

• Experience with managing customer relationships
• Strong communication, negotiation, and interpersonal skills
• Proficient with CRM software and Microsoft Office Suite
• Goal-oriented, self-motivated, and able to work independently or as part of a team
• Entrepreneurial spirit
• Problem-solving mentality

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.                                                                                          

Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending.  If you or your agency would like to be considered as a future recruiting partner, please email .