Commercial Lines Client Associate
Wilmington, NC | Full-time
Not everyone gets excited about details. We do.
Some people see a certificate request, policy change, renewal packet, and carrier email chain and immediately look for the nearest exit.
You see a puzzle to solve.
If you're organized, dependable, enjoy helping people, and take pride in getting things right the first time, we may have the perfect opportunity for you.
Wells Insurance is looking for a Commercial Lines Client Associate to join our growing Commercial Lines team. This is an entry-level role designed for someone who wants to build a career in insurance and learn from experienced professionals while developing industry knowledge, technical skills, and client service expertise. The role supports policy servicing, account maintenance, renewals, documentation, and day-to-day client support activities.
What You’ll Be Doing
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Supporting clients, carriers, and internal team members with policy service requests and account maintenance.
- Processing endorsements, certificates, cancellations, reinstatements, and other policy transactions.
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Assisting with renewals, applications, loss runs, and underwriting support activities.
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Maintaining accurate documentation and records in Epic and agency systems.
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Following up on outstanding items and helping keep workflows moving.
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Learning the Commercial Lines business from a team that genuinely wants to help you succeed.
You Might Be a Great Fit If You:
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Love organization, lists, and keeping details from falling through the cracks.
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Have strong customer service and communication skills.
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Can juggle multiple priorities without sacrificing accuracy.
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Are naturally curious and enjoy learning new things.
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Thrive in a team environment but can work independently when needed.
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Want a career, not just a job.
Previous experience in insurance is a plus, but not required. Experience in customer service, banking, administrative support, education, hospitality, or other professional environments is highly transferable.
A Few Other Things
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A North Carolina Property & Casualty License is preferred but not required at hire. You'll need to obtain it within your first 90 days, and we'll help you get there.
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We provide training, mentorship, and opportunities for professional growth.
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This role offers a clear career path within our Commercial Lines department.
Why Wells?
We've been helping businesses protect what matters for more than 100 years. Just as importantly, we've built a culture where people enjoy coming to work, support one another, and have opportunities to grow.
So, if you're looking for a place where hard work is appreciated, learning is encouraged, and nobody expects you to know every insurance acronym on day one, we'd love to meet you.
Apply today and start building your future with Wells Insurance.
Minimum Qualifications
Candidates must meet the following minimum qualifications to be considered successful in the role:
Education
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High School Diploma or equivalent required
Licensing
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Active North Carolina Property & Casualty Insurance License preferred but not required at time of hire
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Must be able to obtain the required Property & Casualty Insurance License within the first 90 days of employment
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Must maintain active licensing requirements and complete continuing education after licensure
Experience
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Entry-level candidates will be considered
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Prior experience in insurance, customer service, administrative support, account support, client service, banking, sales support, educators or a professional office environment preferred but not required
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Experience managing multiple priorities, deadlines, or service requests in a fast-paced environment preferred
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Demonstrated ability to learn technical information, follow procedures, and communicate professionally
Technical Requirements
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Proficiency with Microsoft 365 applications, including Outlook, Word, and Excel
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Ability to learn and effectively utilize Epic Agency Management System and carrier technology platforms
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Ability to accurately document client interactions, service activities, and policy transactions
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Ability to follow electronic workflows, manage tasks, and maintain accurate electronic files
Knowledge & Competencies
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Strong verbal and written communication skills
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Strong organizational, time management, and prioritization skills
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Ability to provide professional, client-focused service
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Strong attention to detail and commitment to accuracy
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Ability to follow established procedures and ask appropriate questions
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Ability to work independently on assigned tasks while effectively collaborating with internal teams, carriers, and clients
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Ability and willingness to learn Commercial Lines insurance products, coverages, underwriting concepts, workflows, and policy forms
Preferred Qualifications
The following qualifications are preferred but not required:
Education
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Associate's or Bachelor's degree in Business, Risk Management, Insurance, Communications, or a related field
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Coursework or training related to business, insurance, risk management, communication, finance, or customer service
Industry Experience
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Prior experience in Commercial Lines, Personal Lines, Employee Benefits, claims, underwriting support, insurance administration, or agency operations
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Experience supporting clients, account managers, advisors, producers, or sales teams in a service-oriented environment
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Experience working with insurance policies, endorsements, billing inquiries, certificates, renewals, applications, or client service transactions
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Experience working directly with clients, carriers, vendors, or professional business contacts
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Experience in a role requiring accuracy, confidentiality, follow-up, and documentation discipline
Technical & System Requirements
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Previous experience utilizing Applied Epic Agency Management System
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Experience using carrier portals, rating tools, electronic workflow systems, or document management systems
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Experience working in a paperless agency environment
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Experience processing or supporting renewals, endorsements, audits, cancellations, reinstatements, certificates, billing-related transactions, or other service workflows
Professional Designations
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North Carolina Property & Casualty Insurance License
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Certified Insurance Service Representative (CISR)
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Certified Insurance Counselor (CIC)
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Other insurance-related professional designations or industry certifications
Professional Competencies
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Demonstrated ability to build professional relationships with clients, carriers, and internal stakeholders
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Demonstrated ability to learn technical concepts and apply training to daily work
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Ability to identify service opportunities, missing information, or workflow issues and communicate them appropriately
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Ability to successfully manage competing priorities in a fast-paced environment
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Demonstrated commitment to continuous learning, professional development, and growth within the Commercial Lines insurance field
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Ability to develop toward greater independence, technical competence, and future Client Advisor responsibilities
