Top 74 Client associate Jobs in Wilmington Nc

Client Associate
HAROLD W WELLS & SON INC —Wilmington, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
2d
Banking Associate (20) Hampstead
TD Bank —Hampstead, NC
- $22.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
7d
Associate Veterinarian - Small Animal
Forest Hills Veterinary Hospital —Wilmington, NC
- $125,000 - $160,000 a year
- Full-time
- Background check
- Private practice
- Mid-level
- Continuing education credits
- Relocation assistance
Quick Apply
Sales Associate - Fine Jewelry
Perry's Emporium —Wilmington, NC
- From $18 an hour
- Full-time
- Customer service
- Presentation skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Luxury Retail Office Associate - Mayfaire Town Center
REEDS Jewelers —Wilmington, NC
- Part-time
- Office
- Administrative experience
- High school diploma or GED
- Store discount
- Disability insurance
Quick Apply
Part-Time Retail Sales Associate
KOHLS —Wilmington, NC
- From $13 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Sales Associate
Sun Tan City - Mason Group —Wilmington, NC
- $11.00 - $12.50 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- No experience needed
- Employee discount
- Opportunities for advancement
Quick Apply
Sales Associate
United Bank —Wilmington, NC
- Full-time
- Spanish
- Microsoft Excel
- Computer literacy
5d
Painting Associate
Register's Painting LLC —Wilmington, NC
- $16 - $25 an hour
- Full-time
- Customer service
- Mid-level
- Driver's License
- Opportunities for advancement
- Flexible schedule
Quick Apply
9d
Customer Service Associate
Southport Sourdough —Southport, NC
- $10 - $16 an hour
- Part-time
- Analysis skills
- Organizational skills
- In-person
Quick Apply
14d
Warehouse Associate
Quality Chemical Laboratories —Wilmington, NC
- Mid-level
- 3 years
- Warehouse
- Opportunities for advancement
Associate Investigator Grant Analyst
Thermo Fisher Scientific —Wilmington, NC
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Wellness program
- Commuter assistance
Spa Sales Associate
Hand & Stone - 840 Town Center Dr - Wilmington, NC —Wilmington, NC
- $14.50 - $15.50 an hour
- Part-time
- 18 years or older
- Sales
- High school diploma or GED
- Paid time off
- Employee discount
Quick Apply
Store Associate
SHOE DEPT. —Leland, NC
- Merchandising
- Entry level
- Store discount
Quick Apply
Manufacturing and Formulations Associate
Quality Chemical Laboratories —Wilmington, NC
- Manufacturing
- Associate's degree
- Entry level
- Opportunities for advancement
Sales Associate
Spartan Fitness —Wilmington, NC
- Weekends as needed
- Google Workspace
- High school diploma or GED
- Ability to sit for extended periods
- Disability insurance
- Health insurance
Quick Apply
Technical Services Associate
Quality Chemical Laboratories —Wilmington, NC
- Mid-level
- 3 years
- Training & development
- Opportunities for advancement
Professional Mover / Driver / Warehouse Associate
McCorquodale Transfer, LLC —Wilmington, NC
- $17 - $21 an hour
- 8 hour shift
- Background check
- Clean driving record
- Heavy lifting
- Health insurance
- Dental insurance
Quick Apply
Relationship Banker or Senior Relationship Banker - Wilmington Downtown
Truist Bank —Wilmington, NC
- Extended hours
- Background check
- Computer literacy
- English
- AD&D insurance
- Paid holidays
4h
Sales Associate
White House Black Market —Wilmington, NC
- Part-time
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds

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Client Associate

HAROLD W WELLS & SON INC
Wilmington, NC

Apply Now

Job Details

Full-time
2 days ago

Qualifications

Customer records maintenance
Customer communication
Microsoft Excel
Microsoft Outlook
Workflow management (operations management method)
Client file management
Accurate transaction records management
High school diploma or GED
Document management systems
Technical Proficiency
Stakeholder relationship building
Office record organization

Full Job Description

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

Supporting clients, carriers, and internal team members with policy service requests and account maintenance.
Processing endorsements, certificates, cancellations, reinstatements, and other policy transactions.
Assisting with renewals, applications, loss runs, and underwriting support activities.
Maintaining accurate documentation and records in Epic and agency systems.
Following up on outstanding items and helping keep workflows moving.
Learning the Commercial Lines business from a team that genuinely wants to help you succeed.

You Might Be a Great Fit If You:

Love organization, lists, and keeping details from falling through the cracks.
Have strong customer service and communication skills.
Can juggle multiple priorities without sacrificing accuracy.
Are naturally curious and enjoy learning new things.
Thrive in a team environment but can work independently when needed.
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

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.
We provide training, mentorship, and opportunities for professional growth.
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

High School Diploma or equivalent required

Licensing

Active North Carolina Property & Casualty Insurance License preferred but not required at time of hire
Must be able to obtain the required Property & Casualty Insurance License within the first 90 days of employment
Must maintain active licensing requirements and complete continuing education after licensure

Experience

Entry-level candidates will be considered
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
Experience managing multiple priorities, deadlines, or service requests in a fast-paced environment preferred
Demonstrated ability to learn technical information, follow procedures, and communicate professionally

Technical Requirements

Proficiency with Microsoft 365 applications, including Outlook, Word, and Excel
Ability to learn and effectively utilize Epic Agency Management System and carrier technology platforms
Ability to accurately document client interactions, service activities, and policy transactions
Ability to follow electronic workflows, manage tasks, and maintain accurate electronic files

Knowledge & Competencies

Strong verbal and written communication skills
Strong organizational, time management, and prioritization skills
Ability to provide professional, client-focused service
Strong attention to detail and commitment to accuracy
Ability to follow established procedures and ask appropriate questions
Ability to work independently on assigned tasks while effectively collaborating with internal teams, carriers, and clients
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

Associate's or Bachelor's degree in Business, Risk Management, Insurance, Communications, or a related field
Coursework or training related to business, insurance, risk management, communication, finance, or customer service

Industry Experience

Prior experience in Commercial Lines, Personal Lines, Employee Benefits, claims, underwriting support, insurance administration, or agency operations
Experience supporting clients, account managers, advisors, producers, or sales teams in a service-oriented environment
Experience working with insurance policies, endorsements, billing inquiries, certificates, renewals, applications, or client service transactions
Experience working directly with clients, carriers, vendors, or professional business contacts
Experience in a role requiring accuracy, confidentiality, follow-up, and documentation discipline

Technical & System Requirements

Previous experience utilizing Applied Epic Agency Management System
Experience using carrier portals, rating tools, electronic workflow systems, or document management systems
Experience working in a paperless agency environment
Experience processing or supporting renewals, endorsements, audits, cancellations, reinstatements, certificates, billing-related transactions, or other service workflows

Professional Designations

North Carolina Property & Casualty Insurance License
Certified Insurance Service Representative (CISR)
Certified Insurance Counselor (CIC)
Other insurance-related professional designations or industry certifications

Professional Competencies

Demonstrated ability to build professional relationships with clients, carriers, and internal stakeholders
Demonstrated ability to learn technical concepts and apply training to daily work
Ability to identify service opportunities, missing information, or workflow issues and communicate them appropriately
Ability to successfully manage competing priorities in a fast-paced environment
Demonstrated commitment to continuous learning, professional development, and growth within the Commercial Lines insurance field
Ability to develop toward greater independence, technical competence, and future Client Advisor responsibilities

Apply Now

Refine Your Search

client associate jobs in wilmington nc

Client Associate

Banking Associate (20) Hampstead

Associate Veterinarian - Small Animal

Sales Associate - Fine Jewelry

Luxury Retail Office Associate - Mayfaire Town Center

Part-Time Retail Sales Associate

Sales Associate

Sales Associate

Painting Associate

Customer Service Associate

Warehouse Associate

Associate Investigator Grant Analyst

Spa Sales Associate

Store Associate

Manufacturing and Formulations Associate

Sales Associate

Technical Services Associate

Professional Mover / Driver / Warehouse Associate

Relationship Banker or Senior Relationship Banker - Wilmington Downtown

Sales Associate

I want to receive the latest job alert for client associate in wilmington nc

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