Client Associate – Commercial Lines Insurance – 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.

 

We Are Looking For

Wells Insurance is seeking a highly motivated, detail-oriented, and computer-proficient Client Associate for our Commercial Insurance division, located in Wilmington, NC. Most important to us is that you are a solid team member who can facilitate positive and productive client experiences.

The Client Associate will assist the Senior Client Advisor and the Executive Client Advisor in servicing and retaining of Commercial Insurance clients. The Client Associate works to ensure client retention goals are met by responding promptly to requests from Account Executives, Client Advisors and Clients.

 

Responsibilities

  • Process certificates at the direction of the Client Advisor
  • Process incoming mail, email, and phone requests, responding promptly and appropriately
  • Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution
  • Follow up with carriers for receipt of endorsements
  • Review and process endorsements, invoicing where necessary and updating the physical file with the changes made by the endorsement
  • Process audits at the direction of the Client Advisor, invoicing when necessary
  • Order loss runs
  • Assist with spreadsheets and premium allocations on some accounts
  • Follows all company and divisional SOP’s regarding the Agency Operating System
  • Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
  • Be self -motivated, ask questions, and work continuously to acquire the knowledge of commercial insurance necessary to perform the job
  • Assist with special projects as required by the Director or Performance Manager
 

Job Requirements

  • Valid North Carolina Property & Casualty insurance license
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office – Excel, Word & Outlook
  • Strong problem-solving skills
  • Ability to work independently
  • Organized, detail-oriented, and timely
  • Willing to learn
  • Ability to pass a background check
 

We Offer

  • Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
  • Pay based on your 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
  • Paid Holidays
  • Hybrid work schedules
  • PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!
 

To apply, please forward your resume to careers@wellsins.com

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