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.