Client Sales Associate

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. 

 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.