Aviation Insurance Client Service Advisor

CS&A Insurance • Franklin, TN

2d

About The Position

We are seeking a detail-oriented and client-focused Aviation Client Service Advisor to join our team. The Client Service Advisor is responsible for servicing and supporting client accounts, managing renewals, maintaining strong insurance company relationships, and ensuring a high level of customer satisfaction. This role is ideal for an experienced customer service, insurance or aviation professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.

Requirements

• Minimum of 3 years of customer service experience
• Ability to manage multiple accounts and deadlines with accuracy and attention to detail
• Strong written and verbal communication skills
• High level of organization and attention to detail
• Ability to work on your own or as a part of a team
• Client-focused mindset with strong problem-solving abilities
• Ability to explain insurance concepts clearly and professionally
• Proficiency with Microsoft Office and insurance agency systems

Nice To Haves

• Insurance or aviation experience is a plus
• Associates or Bachelors degree preferred with an emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, Accounting or a related field
• Equivalent insurance industry experience may be considered in lieu of a degree

Responsibilities

• Serve as the point of contact for assigned client accounts
• Manage day-to-day servicing needs including policy changes, endorsements, certificates, and audits
• Respond promptly and professionally to client inquiries and service requests
• Conduct policy reviews to ensure appropriate coverage and alignment with client needs
• Help manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
• Coordinate with producers and insurance companies to obtain competitive renewal coverage options
• Support agency retention efforts by providing consistent, high-quality service
• Work closely with insurance company underwriters to obtain quotes and negotiate pricing and coverage terms
• Prepare and submit accurate applications with supporting documentation
• Monitor underwriting guidelines and requirements to ensure compliance
• Maintain accurate and up-to-date client records in Applied EPIC
• Ensure policies, endorsements and documentation comply with state regulations and agency procedures
• Assist with customer claims
• Maintain required licenses and complete continuing education as required
• Invoicing and payment follow up
• Work collaboratively with producers, account managers, and leadership
• Assist with onboarding new accounts
• Identify opportunities for process improvement and operational efficiency

Benefits

• Paid time off and paid holidays
• Health, dental, vision, and retirement benefits (as applicable)
• Continuing education and professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree