Sales Operation Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Indiana Farm Bureau Insurance · 18 hours ago

Sales Operation Specialist

Indiana Farm Bureau Insurance is seeking a licensed Client Advisor who enjoys building relationships and helping clients make informed decisions about their coverage. The role involves guiding personal lines clients through coverage decisions, conducting account reviews, and maintaining accurate client records to ensure a high-quality client experience.

Agriculture
Hiring Manager
Dusty Wilhite
linkedin

Responsibilities

Serve as a trusted point of contact for personal lines clients, guiding them through coverage decisions, policy changes, and claims-related questions
Conduct proactive account reviews to identify coverage gaps, risk exposure, and opportunities to improve protection
Quote, bind, and follow up on home and auto policies with a consultative, client-first approach
Confidently discuss coverage options, trade-offs, and cost—helping clients understand •why• recommendations matter
Maintain accurate client records and documentation using CRM and Microsoft Office tools
Collaborate with team members to ensure a consistent, high-quality client experience

Qualification

Property & Casualty licenseInsurance experienceSales experienceClient-facing serviceOrganizedTech-savvyCommunication skillsDetail-orientedTeam-oriented

Required

Active Property & Casualty license
Experience in insurance, sales, or client-facing service roles
Strong communication skills and the ability to explain coverage clearly and confidently
Detail-oriented with a high level of follow-through
Comfortable receiving feedback and continuously improving
Organized, tech-savvy, and able to manage multiple priorities
A team-oriented professional who takes ownership and pride in their work

Benefits

Performance-based bonuses that reward proactive, thoughtful client work
Paid Time Off (PTO)
Clear opportunity for growth within a thriving agency

Company

Indiana Farm Bureau Insurance

twittertwittertwitter
company-logo
Indiana Farm Bureau Insurance is a provider of insurance products for auto, life, home, business and farm.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Kevin Murphy
Executive Vice President & CEO
linkedin
Company data provided by crunchbase