Personal Lines Advisor

Boyd Insurance & Investments; Bristol (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k)

Discretionary Time Off

Continuing education and licensing

Referral incentives

Job summary

Boyd Insurance & Investments is seeking an experienced Personal Advisor to join the personal lines team, delivering top-tier client service and insurance solutions to the community. In this role you will build relationships, manage policy renewals, and promote cross‑selling opportunities while upholding our core values and standards of conduct.

The successful candidate will hold an active P/C license, have 3–5 years of insurance sales experience, and demonstrate exceptional communication and

Qualifications

• 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.

Responsibilities

• 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

Insurance sales

Customer service

Communication

Networking

Education

High School Diploma or equivalent

Bachelor’s degree preferred

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 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.

Requirements

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.