Commercial Lines Client Advisor
About The Position
Commercial Lines Client Advisor – Moody, AL (ON-SITE) About the Opportunity: This role is with a large, fast-growing insurance agency that experienced significant expansion over the past year. They’re known for their strong culture, supportive environment, and commitment to doing right by both clients and employees. This team offers flexibility, a people-first atmosphere, and the chance to manage meaningful, high-value work within a collaborative structure. Salary: Competitive, based on experience Benefits: Fully paid health insurance, SEP retirement option, strong culture, and workplace flexibility Location: Moody, AL Position Type: Full-Time The Role: We’re seeking a skilled Commercial Lines Client Advisor to take ownership of a substantial construction-heavy book of business , including managing the needs of one major client account. This role is ideal for someone who is detail-oriented, proactive, and experienced in commercial lines servicing within the construction space. You’ll work closely with insurance professionals , producers, and internal teams to ensure exceptional service delivery and long-term client satisfaction. The agency operates on EPIC , so familiarity with the system is a strong plus.
Requirements
- Property Casualty Licensed required
- 3+ years of commercial lines account management experience
- Strong background with construction-related accounts preferred
- Excellent communication, client service, and organizational skills
- Ability to work independently while contributing to a collaborative culture
- Detail-oriented mindset with a commitment to delivering exceptional service
Nice To Haves
- Experience using EPIC is a plus
Responsibilities
- Manage a large construction-focused book of business , including one primary key client
- Handle full A–Z servicing: renewals, quoting, endorsements, certificates, policy changes, and client communication
- Partner with internal insurance specialists for seamless service and high client satisfaction
- Maintain accurate documentation and ensure timely, proactive follow-up
- Work closely with producers and team members to address client needs and maintain strong relationships
- Support a fast-growing agency with a reputation for top-tier service
Benefits
- Fully paid health insurance
- SEP retirement plan
- Flexible environment with a healthy work-life balance
- Strong, supportive culture with low turnover
- Opportunity to manage a large, meaningful client account
- Growing agency with long-term stability and advancement potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
