Client Advisor – Employee Benefits – Wilmington, NC

Be a part of the legacy and the future of Wells Insurance.  We are thriving and growing after four generations and 100 years of helping our customers with all of their insurance needs. 


Our Company

Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 36 states, wremain a community-minded, family-owned company. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community.

Our location in Wilmington, NC gets the best of the coastal Carolinas – with beautiful beaches and historic rivers all in one. Music and art festivals, surfing, boating, the riverwalk, UNC Wilmington and Cape Fear Community College, craft and farmers markets, and a thriving outdoor community life make living and working here a huge draw.


Job Summary

The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.



  • Prepare and submit requests for proposals (RFP) to insurance carriers
  • Request/compile client census for RFP’s
  • Review and analyze quotes received from carriers
  • Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
  • Audit spreadsheets for fellow Client Advisors as needed
  • Prepare employee communication and educational materials for clients
  • Prepare Open Enrollment materials, including Benefit Guides, for clients
  • Respond promptly and professionally to client service needs to ensure retention of existing clients
  • Follows all company and divisional SOP’s regarding the Agency Operating System
  • Process new hire enrollments and employee terminations with the carriers
  • Complete carrier policy changes, including employer applications and new enrollments
  • Oversees entire implementation processes with carrier changes f rom start to finish
  • Perform contract review with respect to insurance requirements
  • Review newly issued policies for accuracy before delivery to clients
  • Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
  • Maintain certifications and complete assigned training goals
  • Maintain and grow knowledge of changes in Life & Health insurance industry
  • Perform other duties as assigned

Required Skills/Abilities

  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office, Outlook, and Applied EPIC
  • Strong problem-solving skills
  • Ability to work independently
  • Organized, detail-oriented, and timely

Education and Experience

  • Active North Carolina Life & Health license
  • 2 + years’ experience as a licensed Life & Health Insurance professional
  • Must have or be willing to obtain designations/certifications as required by your director

We Offer

  • Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
  • Pay based on experience.
  • Paid ongoing training and continuing education credit hours and additional licensing.
  • Medical Insurance, dental, vision, short and long-term disability, life, and critical illness insurance.
  • Company sponsored 401(k) plan with matching company contribution.
  • Paid Time Off, Paid Volunteer Leave and Paid Holidays.
  • PLUS: Hybrid work schedules when the position allows.
  • PLUS: Fun perks like themed celebrations, volunteer days, community give-back events, and the infamous Wells Corporate Cup competition!

Get Started on a Quote Today

From personal and commercial insurance to employee benefits packages and marine insurance we’ve got you covered. Select a product and let us help you find the best coverage at a great value.

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