Client Advisor
HAROLD W WELLS & SON INC ONE NORTH THIRD ST
WilmingtonHybridMid level2+ yrs
The job in short
Employee benefits account service for employers (renewals, enrollment, carrier coordination).
ExcelMarketingInsuranceCompliance
Details
- Found
- 22 d ago · posted 2026-08-21
- Location as listed
- Wilmington, NC, USA
- Role
- Customer Success
- Source
- The company’s own careers site
Full description
Job Details: Job Location: Downtown Headquarters - Wilmington, NC, Salary Range: Undisclosed, Employee Benefits Client Advisor
Wilmington, NC | Full-Time | Hybrid Flexibility
You’re the person people call when benefits get complicated.
A renewal takes an unexpected turn. An employee can’t figure out why their coverage isn’t showing up. A carrier needs one more thing. Open enrollment is approaching faster than anyone would like.
And somehow, you’re the person who can sort through the details, figure out what needs to happen next, and make the whole thing feel a little less overwhelming.
At Wells Insurance, we’re looking for an Employee Benefits Client Advisor who knows the benefits world and genuinely enjoys helping people navigate it. You’ll be a trusted day-to-day partner to employers, working alongside our Account Executives, carriers, and internal team to keep benefit programs moving - and clients confident that someone capable is paying attention.
What You’ll Actually Do
You’ll manage the many moving pieces behind a great Employee Benefits client experience: renewals, enrollment, carrier relationships, plan changes and all.
You’ll:
Serve as a primary day-to-day contact for Employee Benefits clients - and become the person they’re genuinely glad to hear from
Keep renewals moving by coordinating RFPs, carrier marketing, proposals, and plan comparisons
Take a spreadsheet full of rates and plan options and turn it into something a client can actually understand
Prepare presentations, benefit guides, and enrollment materials that help employers communicate benefits clearly to their people
Coordinate enrollments, terminations, policy changes, and carrier implementations while keeping an eye on the details
Build productive relationships with clients and carriers, because sometimes the best way to solve a problem is still to pick up the phone
Review policies, contracts, and plan documents with the kind of attention that catches something before it becomes an issue
Partner with Account Executives to strengthen relationships, retain business, and identify opportunities to bring more value to clients
Keep Applied Epic and related systems accurate and up to date
Stay curious about changing products, regulations, compliance requirements, and what’s happening in the benefits marketplace
You’ll Probably Love This Role If...
You have an active North Carolina Life & Health license
You bring 2+ years of Employee Benefits experience and understand how all the pieces fit together
You have experience supporting self-funded and level-funded health plans and understand the unique considerations that come with alternative funding arrangements. While not required, this experience is preferred and will help you hit the ground running.
You actually enjoy comparing plans, digging into proposals, and figuring out why the numbers don’t quite match
You’re organized enough to keep multiple renewals moving without losing sight of the human beings behind them
Excel and Outlook are familiar territory, and agency management systems don’t scare you
You ask questions, keep learning, and aren’t afraid to pick up the phone to get an answer
You’d rather anticipate a problem than apologize for one later
You can shift from detailed analytical work to a client conversation without missing a beat
You’ve heard “I’m so glad you’re handling this” more than once in your career
What It’s Like to Work at Wells
We’ve been around for more than 100 years, but we’re much more interested in where we’re going next.
Our Employee Benefits team is focused on becoming an increasingly valuable resource to the employers we serve—not simply helping them buy benefits, but helping them navigate the communication, compliance, workforce, and cost challenges that come with them.
That takes good people who know their craft, keep learning, share what they know, and care about doing the work well.
At Wells, you’ll get:
Paid licensing, CE, and professional development
Medical, dental, vision, life, and disability insurance
401(k) with company match
PTO, Birthday Time Off (BTO), Volunteer Leave, and Paid Holidays
Hybrid flexibility and a team that believes collaboration should actually make your job easier
Opportunities to learn, grow, and take on more as your career develops
Company events, community involvement, and the fiercely competitive Wells Corporate Cup
Sound Like Your Kind of Work?
If you know benefits, like solving problems, and take a certain amount of satisfaction in turning “We have an issue…” into “It’s taken care of,” we’d like to meet you.
Bring your experience, curiosity, and follow-through to Wells Insurance - and help us build client relationships that last.Qualifications: Required Qualifications
Active North Carolina Life & Health Insurance License
Two (2) or more years of experience as a licensed Life & Health insurance professional
Experience supporting employee benefits clients, renewals, enrollments, policy changes, or related insurance service activities
Proficiency with Microsoft 365 applications, including Outlook, Word, and Excel
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong verbal and written communication skills
Ability to provide professional, client-focused service
Ability to work independently while collaborating effectively with internal teams, clients, and carrier partners
Strong analytical and problem-solving abilities
Preferred Qualifications
Associate's or Bachelor's degree in Business, Risk Management, Insurance, Communications, or a related field
Experience supporting an Employee Benefits book of business
Familiarity with self-funded, level-funded, and fully insured medical plans
Experience preparing RFPs, proposal comparisons, and renewal presentations
Experience developing Open Enrollment materials and Benefit Guides
Previous experience with Applied Epic Agency Management System
Advanced proficiency in Microsoft Excel
Experience with Employee Navigator or other benefits-administration platforms
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