Aviation Insurance Client Service Advisor

CS&A Insurance; Franklin (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

CS&A Insurance is seeking an Aviation Client Service Advisor who will service client accounts, handle renewals, and maintain carrier relationships to ensure client satisfaction. The role emphasizes accuracy, timeliness, and proactive support in a service-driven environment.

You will collaborate with producers and underwriters, manage policy changes and endorsements, and contribute to compliance and documentation efforts in a dynamic agency setting.

Qualifications

• Minimum of 3 years of customer service experience; insurance or aviation experience is a plus.
• Associates or Bachelor's degree preferred with emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, or related field.
• Equivalent insurance industry experience may be considered in lieu of a degree.

Responsibilities

• Serve as the point of contact for assigned client accounts and manage day-to-day servicing needs.
• Lead renewals from data collection through presentations and quote reviews.
• Collaborate with underwriters to obtain quotes and confirm coverage terms.
• Maintain client records in Applied EPIC and ensure regulatory compliance.
• Support onboarding, process improvements, and coordination with producers and leadership.

Skills

Communication skills

Organization

Teamwork

Problem-solving

MS Office

Education

Associates or Bachelor's degree

Tools

Applied EPIC

Job description

Position Overview

We are seeking a detail-oriented and client-focused Aviation Client Service Advisor to join our team. The Client Service Advisor is responsible for servicing and supporting client accounts, managing renewals, maintaining strong insurance company relationships, and ensuring a high level of customer satisfaction.

This role is ideal for an experienced customer service, insurance or aviation professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.

Key Responsibilities

Client Account Servicing

• Serve as the point of contact for assigned client accounts
• Manage day-to-day servicing needs including policy changes, endorsements, certificates, and audits
• Respond promptly and professionally to client inquiries and service requests
• Conduct policy reviews to ensure appropriate coverage and alignment with client needs

Renewals & Retention

• Help manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
• Coordinate with producers and insurance companies to obtain competitive renewal coverage options
• Support agency retention efforts by providing consistent, high-quality service

Carrier & Underwriting Coordination

• Work closely with insurance company underwriters to obtain quotes and negotiate pricing and coverage terms
• Prepare and submit accurate applications with supporting documentation
• Monitor underwriting guidelines and requirements to ensure compliance

Compliance & Administrative Duties

• Maintain accurate and up-to-date client records in Applied EPIC
• Ensure policies, endorsements and documentation comply with state regulations and agency procedures
• Assist with customer claims
• Maintain required licenses and complete continuing education as required
• Invoicing and payment follow up

Collaboration & Support

• Work collaboratively with producers, account managers, and leadership
• Assist with onboarding new accounts
• Identify opportunities for process improvement and operational efficiency

Qualifications

Experience

• Minimum of 3 years of customer service experience, insurance or aviation experience is a plus.
• Ability to manage multiple accounts and deadlines with accuracy and attention to detail

Education

• Associates or Bachelors degree preferred with an emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, Accounting or a related field
• Equivalent insurance industry experience may be considered in lieu of a degree

Skills & Competencies

• Strong written and verbal communication skills
• High level of organization and attention to detail
• Ability to work on your own or as a part of a team
• Client-focused mindset with strong problem-solving abilities
• Ability to explain insurance concepts clearly and professionally
• Proficiency with Microsoft Office and insurance agency systems

Compensation & Benefits

• Starting salary of $55,000 and higher, based on experience and qualifications
• Performance-based increases and career advancement opportunities
• Paid time off and paid holidays
• Health, dental, vision, and retirement benefits (as applicable)
• Continuing education and professional development support

Why Join Us?

• Competitive compensation with long-term growth potential
• Supportive, team-oriented work environment
• Opportunity to work with established carriers and a diverse client base
• Emphasis on service excellence and client retention
• Stability and career growth within a respected insurance organization