Commercial Insurance Client Advisor

Wellsins; Wilmington (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Wellsins in Wilmington, NC is seeking a Client Advisor for commercial insurance with 3+ years of servicing/advising. The candidate will manage a range of accounts from simple to complex layered risks, coordinating with underwriters to secure proper coverage and advising clients on coverage options.

Successful applicants are licensed in North Carolina, experienced with EPIC and Outlook, and thrive on staying organized while delivering proactive solutions for clients and teammates.

Qualifications

• Licensed in North Carolina P&C.
• 3+ years of commercial insurance servicing/advising.
• Experience with EPIC and using Outlook effectively.
• Ability to manage simple accounts and complex layered risks with composure.
• Strong organizational and proactive problem-solving mindset.

Responsibilities

• Advise on commercial insurance needs and service client accounts.
• Manage simple to complex risk profiles and renewals.
• Coordinate with underwriters and carriers to secure appropriate coverage.

Skills

People skills

Problem solving

Organizational skills

Attention to detail

Tools

EPIC

Outlook

CRM

Job description

# Client Advisor Commercial InsuranceWilmington, NC 28401**You’re the kind of person who brings order to chaos and clarity to complexity.** You’ve got the instincts of an underwriter, the heart of a problem-solver, and the multitasking skills of someone who somehow always remembers to bring the certificate binder to the meeting.* You’re licensed in **North Carolina P&C*** You’ve got **3+ years of experience** in commercial insurance servicing/advising* You’ve worked with EPIC (or something similar) and use Outlook like it’s your second brain* You like people, but also like getting things *done** You know how to pivot between simple accounts and complex layered risks without getting rattled* You take pride in being proactive, not reactive* You’ve been told, “I don’t know how you keep track of all this” more than once