Client Success Advisor - Insurance Agency
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Success Advisor – Insurance Agency based in the United States.
This role is focused on delivering high-quality, consultative service to an assigned portfolio of insurance clients while supporting the full policy lifecycle. You will act as a trusted point of contact, helping clients navigate coverage needs, policy changes, renewals, and claims-related coordination. The position blends relationship management with technical insurance expertise, requiring both precision and responsiveness. You will work closely with producers, underwriters, and carrier partners to prepare quotes, proposals, and policy documentation. Every day brings a mix of client interaction, problem-solving, and behind-the-scenes coordination. Success in this role comes from balancing strong service delivery with accuracy, urgency, and attention to detail. It is a fast-paced, client-facing environment where your expertise directly supports retention and growth.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Success Advisor – Insurance Agency based in the United States.
This role is focused on delivering high-quality, consultative service to an assigned portfolio of insurance clients while supporting the full policy lifecycle. You will act as a trusted point of contact, helping clients navigate coverage needs, policy changes, renewals, and claims-related coordination. The position blends relationship management with technical insurance expertise, requiring both precision and responsiveness. You will work closely with producers, underwriters, and carrier partners to prepare quotes, proposals, and policy documentation. Every day brings a mix of client interaction, problem-solving, and behind-the-scenes coordination. Success in this role comes from balancing strong service delivery with accuracy, urgency, and attention to detail. It is a fast-paced, client-facing environment where your expertise directly supports retention and growth.
Accountabilities:
- Manage day-to-day service activities for assigned client accounts, including policy changes, billing inquiries, certificates, audits, cancellations, reinstatements, and claims coordination.
- Serve as a primary client contact, assessing needs, gathering exposure details, and recommending appropriate next steps within agency guidelines.
- Prepare new business, renewal, endorsement, and account-rounding quotes using carrier systems and agency platforms.
- Develop client-facing materials such as proposals, coverage summaries, premium comparisons, binders, and applications.
- Review policy documents, invoices, endorsements, and certificates to ensure accuracy and alignment with client instructions.
- Collaborate with underwriters and carriers to obtain quotes, clarify requirements, and secure approvals.
- Support producers and senior advisors in submissions, renewals, remarketing efforts, and account follow-up.
- Identify coverage gaps and cross-sell opportunities, escalating recommendations to appropriate team members.
- 3+ years of experience in insurance agency, carrier services, account management, customer success, or a related client-facing role.
- Associate’s or Bachelor’s degree in Risk Management, Business, Agriculture, or a related field preferred; high school diploma required.
- Active Property & Casualty Insurance License preferred at hire, with requirement to obtain Property & Casualty and Crop Insurance Licenses within the first year.
- Knowledge of insurance products, policy structures, underwriting concepts, and client service processes.
- Experience with Microsoft Office (Outlook, Excel, Word); familiarity with agency management systems such as Applied Epic strongly preferred.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and problem-solving skills with sound judgment and a client-first mindset.
- Competitive compensation aligned with experience and licensing status.
- Health, dental, and vision insurance coverage.
- Opportunities for licensing support and professional development.
- Career growth within insurance account management and client advisory tracks.
- Paid time off and standard company holidays.
- Exposure to a diverse portfolio of clients and insurance products.
- Collaborative, service-driven team environment with strong emphasis on accuracy and client success.