Client Advisor Commercial Insurance
HAROLD W WELLS & SON INC ONE NORTH THIRD ST
WilmingtonHybridMid level3+ yrs
The job in short
Commercial insurance client advisor.
Insurance
Details
- Found
- 26 d ago · posted 2026-01-13
- Location as listed
- Wilmington, NC, USA
- Role
- Insurance / Claims / Underwriting
- Source
- The company’s own careers site
Full description
Job Details: Job Location: Downtown Headquarters - Wilmington, NC, Salary Range: Undisclosed, Commercial Insurance Client Advisor
Wilmington, NC | Full-time | On-Site with Hybrid Flexibility
You’re the kind of person who brings order to chaos and clarity to complexity.
You’ve got the instincts of an underwriter, the heart of a problem-solver, and the multitasking skills of someone who somehow always remembers to bring the certificate binder to the meeting.
At Wells Insurance, we’re looking for a Commercial Insurance Client Advisor to help service and grow a diverse book of commercial clients. This role is equal parts service, strategy, and relationship-building—and it’s absolutely essential to our team.
What You'll Do (aka: what keeps you busy in the best way)
You’ll be the steady hand guiding clients through everything from renewal cycles to last-minute COI requests—while managing details, asking smart questions, and uncovering opportunities they didn’t see coming.
You’ll:
Manage and retain your own commercial book of business with excellence and a sense of urgency
Build trust with business owners, CFOs, property managers, and anyone else who just wants things done right
Prepare proposals, review audits, issue binders, handle renewals, endorsements, and policy changes like it’s second nature
Know how to dig into coverage forms, rating systems, and policy language without needing a lifeline
Collaborate with underwriters to negotiate terms and advocate for clients
Spot cross-sell and upsell opportunities that actually make sense
Be a go-to partner for your Account Executive (if assigned)—or fly solo and own your process with confidence
Help clients through claims, carrier conversations, and tricky situations with empathy and clarity
You’ll Love This Role If:
You’re licensed in North Carolina P&C
You’ve got 3+ years of experience in commercial insurance servicing/advising
You’ve worked with EPIC (or something similar) and use Outlook like it’s your second brain
You like people, but also like getting things done
You know how to pivot between simple accounts and complex layered risks without getting rattled
You take pride in being proactive, not reactive
You’ve been told, “I don’t know how you keep track of all this” more than once
What You’ll Get at Wells
We’ve been doing this for over 100 years, and we’ve learned a few things—like how to take care of our people.
You’ll get:
Paid CE, licensing, and support for industry designations
Full medical, dental, vision, life & disability insurance
A 401(k) with match
PTO + Volunteer Time + Paid Holidays
Flexibility to do focused work without micromanagement
A smart, friendly, high-performing team that respects your time and your talent
Access to cool things like our in-house events, community givebacks, and the fiercely fun Wells Corporate Cup
If this sounds like a role made for you…
We want to hear from you. Bring your experience, your precision, your perspective—and let’s build something that lasts.Qualifications:
Insurance / Claims / Underwriting jobs in Wilmington, North Carolina · Insurance / Claims / Underwriting jobs in the United States · All HAROLD W WELLS & SON INC ONE NORTH THIRD ST jobs