Client Advisor

Client Advisor Optional Work from Home • Wilmington, NC 28401 Apply Apply Description 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