Personal Insurance Advisor (North Florida)

ASZ International, Inc.; Florida; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous Benefits Package Including Health, Dental, Vision, 401(k)

Discretionary Time Off (DTO)

Referral incentives

Continuing education and licensing support

Christmas Club

Job summary

Boyd Insurance & Investments is looking for an experienced Personal Advisor to enhance the client insurance experience in New York. The role involves selling and renewing insurance to clients, emphasizing customer-focused service and networking to bring in new business.

Qualified candidates should have a strong background in insurance sales and customer service, with a minimum of 3-5 years of experience. Boyd offers a generous benefits package, including health insurance and growth opportunities.

Qualifications

• Minimum of 3 to 5+ years of insurance sales experience.
• Good Motor Vehicle Record and maintain minimum insurance coverages.
• Exceptional customer service and interpersonal skills.

Responsibilities

• Sell and renew insurance to businesses in the community.
• Promote and support cross-selling strategies.
• Identify and bind new business.

Skills

Customer service

Insurance sales

Networking

Time management

Attention to detail

Education

High School Diploma or equivalent

Bachelor's degree

Tools

220 Property & Casualty license

Job 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 Community, Authenticity, Teamwork, Empathy and Resilience. 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 andsupport cross-selling strategies for existing clients and new client prospects.
• 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 premiums.
• Maintain proper documentation for existing clients and new client prospects.
• Foster and cultivate relationships with teammates.
• Uphold the highest standards of personal conduct.

Skills and 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.
• Good Motor Vehicle Record and maintain minimum insurance coverages.
• Exceptional customer service and interpersonal skills.

Why Join Boyd:

• 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.