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Client Advisor for Personal Lines

Client Advisor for Personal Lines

Independent Insurance Agents of North CarolinaWilmington, NC, US
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Client Advisor Position

Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 36 states, we remain a community-minded, family-owned company. Become a part of the legacy and future of Wells insurance. We are thriving and growing after four generations and 100 years in business, helping our customers with all of their insurance needs. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community.

Wells Insurance is seeking a highly motivated, detail-oriented, and computer-proficient Client Advisor for our Personal Insurance division, located in Wilmington, NC. Most important to us is that you are a solid team member who can facilitate positive and productive client experiences. We also want someone who will :

  • Take initiative.
  • Act professionally in all communication with the team, clients, and carriers.
  • Be able to review policies and answer customer questions based on your professional qualifications and product knowledge.
  • Most important to us is that you are a solid team member who can facilitate positive and productive experiences between account managers, carriers, and our valued clients.

Job Requirements :

  • Valid NC Property & Casualty insurance license.
  • Personal lines insurance industry experience (1+ years).
  • Customer service / sales experience (1+ years).
  • Ability to pass a background check.
  • High school diploma or equivalent.
  • Preferred Qualities :

  • Experience using Applied System's EPIC software.
  • Positivity, teamwork, inquisitiveness, flexibility.
  • Enthusiasm and desire to learn new things.
  • Excitement to embrace change.
  • Sense of humor!
  • We Offer :

  • Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
  • Pay based on your experience.
  • Paid ongoing training and continuing education credit hours and additional licensing.
  • Medical Insurance
  • Dental, vision, short and long-term disability, life, and critical illness insurance.
  • Company sponsored 401(k) plan with matching company contribution.
  • Paid Time Off
  • Paid Volunteer Leave
  • Paid Holidays
  • Hybrid work schedules
  • Plus : Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!
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    Personal Lines Advisor • Wilmington, NC, US

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