Client Advisor

Wells Insurance; Wilmington (NC); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Licensing support

Medical, dental, vision insurance

401(k) with company match

Paid time off and holidays

Hybrid flexibility

Job summary

Wells Insurance is seeking an Employee Benefits Client Advisor in Wilmington, NC. You will manage renewals, enrollments, and carrier relationships, serving as the primary contact for clients to ensure accurate, timely benefits administration.

You’ll collaborate with Account Executives and internal teams, coordinate RFPs and proposals, and translate plans into clear materials. Hybrid role; require NC Life & Health license and 2+ years of benefits experience.

Qualifications

• Active North Carolina Life & Health Insurance License is required.
• Two or more years of Employee Benefits experience in renewals, enrollments, or related service activities.
• Experience supporting self-funded or level-funded health plans is preferred.
• Proficiency with Microsoft 365 applications, including Outlook, Word, and Excel.
• Strong organizational skills with attention to detail and the ability to manage multiple priorities.

Responsibilities

• Serve as primary day-to-day contact for Employee Benefits clients and renewals.
• Coordinate RFPs, carrier marketing, proposals, and plan comparisons to keep renewals moving.
• Translate rates and plan options into clear client materials and presentations.
• Prepare enrollment materials that help employers communicate benefits clearly.
• Coordinate enrollments, terminations, and policy changes with accuracy.
• Build relationships with clients and carriers, and assist Account Executives with opportunities.
• Keep Applied Epic and related systems up to date and accurate.
• Stay informed about changing products, regulations, and compliance requirements.

Skills

Strong communication skills

Organizational skills

Analytical problem-solving

Customer-service orientation

Independent work capability

Education

Bachelor's degree in Business or related field

Associate's degree acceptable

Tools

Microsoft 365 (Outlook, Word, Excel)

Applied Epic Agency Management System

Employee Navigator

Job description

Job Details

Job Location: Wilmington, NC 28401

Employee Benefits Client Advisor

Wilmington, NC | Full-Time | Hybrid Flexibility

You’re the person people call when benefits get complicated.

A renewal takes an unexpected turn. An employee can’t figure out why their coverage isn’t showing up. A carrier needsone more thing. Open enrollment is approaching faster than anyone would like.

And somehow, you’re the person who can sort through the details, figure out what needs to happen next, and make the whole thing feel a little less overwhelming.

At Wells Insurance, we’re looking for anEmployee Benefits Client Advisor who knows the benefits world and genuinely enjoys helping people navigate it. You’ll be a trusted day-to-day partner to employers, working alongside our Account Executives, carriers, and internal team to keep benefit programs moving - and clients confident that someone capable is paying attention.

What You’ll Actually Do

You’ll manage the many moving pieces behind a great Employee Benefits client experience: renewals, enrollment, carrier relationships, plan changes and all.

• Serve as a primary day-to-day contact for Employee Benefits clients - and become the person they’re genuinely glad to hear from
• Keep renewals moving by coordinating RFPs, carrier marketing, proposals, and plan comparisons
• Take a spreadsheet full of rates and plan options and turn it into something a client can actually understand
• Prepare presentations, benefit guides, and enrollment materials that help employers communicate benefits clearly to their people
• Coordinate enrollments, terminations, policy changes, and carrier implementations while keeping an eye on the details
• Build productive relationships with clients and carriers, because sometimes the best way to solve a problem is still to pick up the phone
• Review policies, contracts, and plan documents with the kind of attention that catches somethingbefore it becomes an issue
• Partner with Account Executives to strengthen relationships, retain business, and identify opportunities to bring more value to clients
• Keep Applied Epic and related systems accurate and up to date
• Stay curious about changing products, regulations, compliance requirements, and what’s happening in the benefits marketplace

You’ll Probably Love This Role If...

• You have an activeNorth Carolina Life & Health license
• You bring2+ years of Employee Benefits experience and understand how all the pieces fit together
• You have experience supportingself-funded and level-funded health plans and understand the unique considerations that come with alternative funding arrangements. While not required, this experience is preferred and will help you hit the ground running.
• You actually enjoy comparing plans, digging into proposals, and figuring out why the numbers don’t quite match
• You’re organized enough to keep multiple renewals moving without losing sight of the human beings behind them
• Excel and Outlook are familiar territory, and agency management systems don’t scare you
• You ask questions, keep learning, and aren’t afraid to pick up the phone to get an answer
• You’d rather anticipate a problem than apologize for one later
• You can shift from detailed analytical work to a client conversation without missing a beat
• You’ve heard“I’m so glad you’re handling this” more than once in your career

What It’s Like to Work at Wells

We’ve been around for more than 100 years, but we’re much more interested in where we’re going next.

Our Employee Benefits team is focused on becoming an increasingly valuable resource to the employers we serve—not simply helping them buy benefits, but helping them navigate the communication, compliance, workforce, and cost challenges that come with them.

That takes good people who know their craft, keep learning, share what they know, and care about doing the work well.

At Wells, you’ll get:

• Paid licensing, CE, and professional development
• Medical, dental, vision, life, and disability insurance
• 401(k) with company match
• PTO,Birthday Time Off (BTO), Volunteer Leave, and Paid Holidays
• Hybrid flexibility and a team that believes collaboration should actually make your job easier
• Opportunities to learn, grow, and take on more as your career develops
• Company events, community involvement, and thefiercely competitive Wells Corporate Cup

Sound Like Your Kind of Work?

If you know benefits, like solving problems, and take a certain amount of satisfaction in turning“We have an issue…” into“It’s taken care of,” we’d like to meet you.

Bring your experience, curiosity, and follow-through to Wells Insurance - and help us build client relationships that last.

QualificationsRequired Qualifications

• Active North Carolina Life & Health Insurance License
• Two (2) or more years of experience as a licensed Life & Health insurance professional
• Experience supporting employee benefits clients, renewals, enrollments, policy changes, or related insurance service activities
• Proficiency with Microsoft 365 applications, including Outlook, Word, and Excel
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and deadlines in a fast‑paced environment
• Strong verbal and written communication skills
• Ability to provide professional, client-focused service
• Ability to work independently while collaborating effective with internal teams, clients, and carrier partners
• Strong analytical and problem‑solving abilities

  Preferred Qualifications

  • Associate's or Bachelor's degree in Business, Risk Management, Insurance, Communications, or a related field
  • Experience supporting an Employee Benefits book of business
  • Familiarity with self-funded, level-funded, and fully insured medical plans
  • Experience preparing RFPs, proposal comparisons, and renewal presentations
  • Experience developing Open Enrollment materials and Benefit Guides
  • Previous experience with Applied Epic Agency Management System
  • Advanced proficiency in Microsoft Excel
  • ExperiencewithEmployee Navigator or other benefits‑administrationplatforms