Personal Insurance Client Advisor

Wellsins; North Carolina; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

CE credits and designations paid by the company

Medical, dental, vision, life & disability coverage

401(k) with company match

PTO, paid holidays, and paid volunteer time

Job summary

Wellsins is seeking a Personal Lines Client Advisor in Southport, NC. In this full-time role, you'll manage your own book of business and be the first point of contact for clients, providing a high level of personal service. You'll handle renewals, policy changes, and ensure a smooth client experience.

The ideal candidate is licensed in North Carolina P&C, has at least 1 year of personal lines experience, and is proficient with EPIC. We offer a supportive work environment with comprehensive benefits.

Qualifications

• You’re licensed in North Carolina P&C and have 1+ years of personal lines experience.
• You can explain a deductible to someone’s grandma and untangle a declaration page effortlessly.
• You’re organized, composed, and low-drama, even in stressful situations.

Responsibilities

• Handle renewals, policy changes, payments, and client requests with professionalism.
• Provide quick confirmations to clients and follow up proactively.
• Work with Client Associates and Account Executives to ensure client satisfaction.

Skills

Licensed in North Carolina P&C

1+ years of personal lines experience

Proficient with EPIC or similar software

Effective email communication

Organized and composed during stressful situations

Tools

EPIC

Outlook

Job description

Personal Lines Client Advisor# Personal Lines Client AdvisorSouthport, NC 28461## OverviewPosition TypeFull TimeJob ShiftDayTravel PercentageNoneCategoryInsurance## Description**Personal Lines Client Advisor**Southport, NC | Full-time**You’re the kind of person who remembers birthdays, calls back promptly, and always has a pen when no one else does.** If that sounds like you, you might be exactly who we’re looking for.At Wells Insurance, our Client Advisors are more than policy processors—they’re calm voices in chaotic moments, second sets of eyes, and dependable guides through the details that matter most. You’ll support clients in protecting their homes, cars, and families—while building a career that feels as stable as the coverage you help provide.---**What You'll Actually Do**You’ll manage your own book of business, acting as the first point of contact for clients who value personal service (because they’ve had the other kind).You’ll:* Handle renewals, policy changes, payments, and client requests with professionalism—and a little personality* Know when to quote again, when to push back with a carrier, and when someone just needs a quick confirmation to sleep better at night* Follow up before people expect it and anticipate questions before they’re asked* Stay on top of expiration reports and policy timelines without needing reminders* Partner with Client Associates and Account Executives to deliver a polished client experience, every time* Help round accounts when it makes sense—because umbrella policies and coastal coverage don’t sell themselves* Step in during claims and messy life moments as a calm, confident guide who knows the ropes---**What It’s Like to Work Here**Wells has been around for over 100 years, but we don’t feel stuck in the past. We combine history with heart, process with people, and insurance with a surprising amount of fun.Here’s what we offer:* **CE credits and designations—paid for by us*** **Medical, dental, vision, life & disability coverage*** **401(k) with company match*** **PTO, paid holidays, and paid volunteer time** (yes, go help at your kid’s school event)* Team lunches, themed celebrations, and the **infamous Wells Corporate Cup** (bring your A-game)---**If this sounds like your kind of gig...**...we hope you’ll apply. If you’re the kind of person who sends a client a reminder *before* they ask, writes notes in margins, or triple-checks a renewal—you’ll fit right in.## Qualifications**You’ll Thrive in This Role If...*** You’re licensed in **North Carolina P&C** and have **1+ years** of personal lines experience* You’ve used EPIC (or similar), and Outlook is basically your command center* You can explain a deductible to someone’s grandma *and* untangle a declaration page without blinking* You’re organized, composed, and low-drama—even when there’s a hurricane or last-minute renewal* You like improving processes, not just following them* You believe a well-written email is a form of art and you’re not afraid of the phone