Commercial Lines Client Advisor

ECM Solutions; Charlotte (NC); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay and Benefits

Professional Development

Job Stability in a growing industry

Job summary

ECM Solutions in Charlotte, NC seeks a Client Advisor responsible for delivering exceptional service to clients. The role involves managing applications, informing clients about their coverage, and designing tailored insurance plans.

The ideal candidate holds a NC Insurance Agent license and has experience in client-facing roles. The position offers competitive pay, professional development opportunities, and flexible work-from-home options.

Qualifications

• Must hold and maintain a NC Insurance Agent license.
• Prior experience as a Client Associate or similar is required.
• Customer focus and urgency in addressing needs.

Responsibilities

• Manage the application process for business renewals.
• Inform clients about coverage and policy audits.
• Design insurance plans based on client needs.

Skills

Customer focus

Communication

Technical expertise

Thoroughness and reliability

Building relationships

Education

NC Insurance Agent license

High school diploma

College degree or related experience

Job description

Job Description

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships.

Responsibilities

• Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process.
• Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence.
• Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information.
• Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible.
• Reviews policy audits for accuracy and works with the customer and company to facilitate corrections.
• Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations.
• Sets up customer access to Zywave and assists with questions.
• Prepares summaries of insurance, schedules, and proposals.
• Works with the client on policy cancellations and aged receivable issues.
• Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.

Qualifications

• Holds and maintains a NC Insurance Agent license. Prior experience as a Client Associate or similar position.
• MInimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.
• Customer focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
• Builds collaborative relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
• Thoroughness and reliability. Ensuring that the work product is timely, accurate, and complete.
• Clear and persuasive communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
• Technical expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
• Professionalism. Thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.

Benefits/Perks

• Competitive Pay and Benefits
• Professional Development
• Job Stability in a growing industry

Flexible work from home options available.