What are the responsibilities and job description for the Senior Personal Lines Agent position at Byrd Agency, Inc.?
Company Overview
We are a family-owned insurance agency with over six decades of dedicated service in the area. Our team is committed to providing personalized assistance across a wide range of insurance products, including Home, Auto, Life, and Commercial coverage, ensuring our clients receive tailored solutions that meet their unique needs.
Overview
The Senior Personal Lines Agent position is a hybrid sales service role designed for someone who enjoys both advising and building relationships. You will play a vital role in delivering exceptional customer service while managing and expanding our personal insurance portfolio. You will leverage your sales expertise, negotiation skills, and insurance knowledge to build lasting client relationships and promote our comprehensive suite of insurance products. Your proactive approach and strong communication skills will drive growth and customer satisfaction within our agency. You’ll work in a supportive, team-first environment where collaboration matters, your voice is heard, and your growth is encouraged.
Duties
- Develop new business through inbound quote requests, cross-selling the current book of business and reaching out to clients who previously called in for quotes.
- Handle brokered personal lines policies and some small commercial if needed
- Provide expert guidance to clients on personal insurance options
- Negotiate policy terms and coverage options to meet client needs while ensuring compliance with insurance regulations
- Manage client accounts using CRM systems to track interactions, policy details, and follow-up activities
- Build and maintain strong customer relationships through personalized service and ongoing communication
- Collaborate with your team to deliver a high-quality client experience
- Stay informed about industry trends, regulatory changes, and product updates to provide accurate advice
- Involved in training of new personal lines staff members
Qualifications
- Five years of personal lines insurance experience
- Active Property and Casualty licenses
- Detail-oriented
- Strong negotiation skills with the ability to close sales effectively
- Knowledge of property casualty products
- Proficiency in Microsoft Office applications and CRM system management
- Excellent analysis skills to assess client needs and recommend suitable coverage options
- Exceptional communication skills for client communication, client relationship building, and team collaboration
- Knowledge of insurance regulation standards to ensure compliance in all transactions
Additional Earnings
- Weekly team-based performance bonus
- Monthly retention bonus
- Longevity bonus for long-term growth
- Christmas Bonus
- Clear opportunity to grow into higher earnings as you develop.
Benefits & Perks
We’ve built an environment that supports both your career and your life outside of work:
- ✅ Continuing education fully covered by agency
- ✅ Retirement plan with employer contribution
- ✅ 22 paid days off (holidays PTO combined)
- ✅ Your birthday off (plus lunch on us)
- ✅ A team-first, supportive culture (no cutthroat environment)
Join us to make a meaningful impact by helping clients protect what matters most! We value energetic professionals who thrive on building relationships, driving sales growth, and delivering outstanding service in a dynamic environment.
Pay: From $45,000.00 per year
Benefits:
- Paid time off
Experience:
- insurance: 5 years (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
Salary : $45,000