Remote 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

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.