Personal Lines Advisor

Job Description

Job Description

Description:

Boyd Insurance & Investments is seeking to hire an experienced, dynamic, self-motivated professional eager to serve the community with providing the best client insurance experience to join the personal lines team as a Personal Advisor.

Boyd Insurance & Investments work is guided by our CATER core values C ommunity, A uthenticity, T eamwork, E mpathy and R esilience. These values shape how we serve our clients, support one another, and grow together.

How You Will Contribute:

• Sell and renew insurance to businesses in the community and the region.

• Customer focused mindset.

• Focus on new sales and cross-sales of existing clients. Sales mindset.

• Promote and support cross-selling strategies.

• Identify, cultivate, propose, and bind new business.

• Actively pursue new client prospects through networking and referrals.

• Manage and renew existing clients annually.

• Attention to detail and accuracy.

• Time management and multitasking.

• Assist in collecting required coverage information and premium.

• Maintain proper documentation for existing clients and new client prospects.

• Foster and cultivate relationships with teammates.

• Uphold the highest standards of personal conduct.

Skills & Experience

• High School Diploma or equivalent required; bachelor’s degree preferred.

• Minimum of 3 to 5+ years of insurance sales experience.

• Active 220 Property & Casualty license.

• Valid Driver’s License.

• Good Motor Vehicle Record and maintain minimum insurance coverages.

• Exceptional customer service and interpersonal skills.

Why Join Boyd:

• Competitive Compensation Package

• Unlimited Earning Potential.

• Excellent Growth and Advancement Opportunities,

• Discretionary Time Off (DTO).

• Generous Benefits Package Including Health, Dental, Vision, 401(k), and more.

• Continuing education and licensing support.

• Referral incentives: Earn rewards for successful internal department referrals.

• Christmas Club: Boyd contributes to help employees save for the holidays.

• A positive culture where team bonding is encouraged and promoted.