Insurance Client Advisor

4 weeks ago


Plano, Texas, United States World Insurance Associates, LLC. Full time
Job Overview

World Insurance Associates, LLC. is a leading insurance brokerage firm offering a wide range of products and services to individuals and businesses.

Job Summary

We are seeking a highly motivated and personable Client Advisor to join our team. The successful candidate will be responsible for identifying and soliciting new business opportunities, building and maintaining client relationships, and providing exceptional customer service.

Key Responsibilities
  • Identify and pursue new business opportunities through prospecting, networking, and relationship-building
  • Develop and maintain strong relationships with existing clients to ensure retention and growth
  • Provide expert advice and guidance to clients on insurance products and services
  • Collaborate with internal teams to identify cross-selling opportunities and develop customized solutions
  • Stay up-to-date on industry trends and developments to provide informed advice to clients
Requirements
  • 3-5 years of experience in an insurance brokerage or carrier
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Consultative approach to client relationships
What We Offer

World Insurance Associates, LLC. offers a dynamic and supportive work environment, competitive compensation and benefits package, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates.



  • Plano, Texas, United States World Insurance Associates, LLC. Full time

    Job DescriptionWorld Insurance Associates, LLC. is a leading insurance brokerage firm offering a wide range of products and services to individuals and businesses. We are seeking a highly motivated and experienced professional to join our team as a Client Advisor.The successful candidate will be responsible for identifying and soliciting new business...

  • Service Advisor

    4 weeks ago


    Plano, Texas, United States Aritzia Full time

    The OpportunityAritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering exceptional service to our clients. As the Service Advisor, you will process transactions, manage client services, and create memorable moments for clients at the service counter.The RoleAs the...


  • Plano, Texas, United States Lord and Richards, Inc. Full time

    Lead Financial AdvisorAre you a seasoned financial professional looking for a new challenge? At Lord and Richards, Inc., we offer a unique opportunity for experienced financial advisors to thrive in a supportive and dynamic environment.As a Lead Financial Advisor, you will be responsible for building and maintaining relationships with new and existing...

  • Service Advisor

    4 weeks ago


    Plano, Texas, United States Aritzia Full time

    The Service DepartmentThe mission of the Service Department is to deliver exceptional service to our clients. As a Service Advisor, you will be part of a team that is dedicated to building strong relationships with our clients. The OpportunityAritzia is growing, and our Service team is growing with it. This is a unique opportunity to be part of a team that...


  • Plano, Texas, United States Sunflower Bank Full time

    Job Title: Wealth Management AdvisorSunflower Bank is seeking a seasoned Wealth Management Advisor to join our team in Plano, TX.Job SummaryWe are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...


  • Plano, Texas, United States Lord and Richards, Inc. Full time

    Lead Financial AdvisorLord and Richards, Inc. is seeking a highly skilled and experienced Lead Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Assess client assets,...


  • Plano, Texas, United States Guardian Life Insurance Company Full time

    Job DescriptionThe Client Manager Associate, Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. They will be responsible for persistency, growth, and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include...


  • Plano, Texas, United States Peak American Financial Companies, Inc. Full time

    Unlock Your Potential as a Wealth AdvisorAt Peak American Financial Companies, Inc., we're on a mission to empower talented individuals to achieve peak performance in their careers. As a Wealth Advisor, you'll play a critical role in helping our clients achieve their financial goals and build a secure future.Key Responsibilities:Develop and execute a...


  • Plano, Texas, United States BOK Financial Full time

    Job Description:The Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategy, portfolio design, and modern portfolio theory.Key Responsibilities:Manage client relationships,...


  • Plano, Texas, United States Zee Insurance Agency Full time

    Job Title: Insurance Sales RepresentativeJob Description:Zee Insurance Agency is seeking a motivated and experienced Insurance Sales Representative to join their team in Plano, TX area. The ideal candidate will have a Property & Casualty license and prior Allstate Sales Experience. The role involves meeting new business production goals, soliciting new...


  • Plano, Texas, United States Jessenia Ocon-Farmers Insurance Agency Full time

    Job Title: Insurance Sales RepresentativeJob Description:Jessenia Ocon's Farmers Insurance Agency is seeking an Insurance Sales Representative to provide exceptional customer service to our current clients and new prospects. The ideal candidate will be responsible for processing policy change requests, maintaining knowledge of our products, and answering any...


  • Plano, Texas, United States First Insurance Group LLC Full time

    About the Role:We are seeking a highly skilled and organized Insurance Service Representative to join our team at First Insurance Group LLC. As an Insurance Service Representative, you will be responsible for providing exceptional service to our clients, working closely with our Sales Executives and Account Managers to ensure seamless customer...


  • Plano, Texas, United States Farmers Insurance- District 53 Full time

    Insurance Sales Representative OpportunityWe are seeking a skilled Insurance Sales Representative to join our team at Farmers Insurance- District 53. As a Property and Casualty Sales Producer, you will be responsible for creating, presenting, and closing insurance sales quotes, handling customer follow-up, and contacting warm leads provided by the agency.Key...


  • Plano, Texas, United States Farmers Insurance- District 53 Full time

    Job Title: Licensed Insurance PropertyJob Description:We are seeking a skilled Insurance Sales Representative to join our team at Farmers Insurance- District 53. As a Property and Casualty Sales Producer, you will be responsible for creating, presenting, and closing insurance sales quotes, handling customer follow-up, and calling on warm leads provided by...


  • Plano, Texas, United States Frank Gallovich- Farmers Insurance Agency Full time

    Job DescriptionFrank Gallovich-Farmers Insurance Agency is seeking a highly motivated Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for meeting new business production goals and objectives as established. This includes establishing and retaining clientele in order to grow your sales territory,...


  • Plano, Texas, United States AssuredPartners Full time

    Job Title: Senior Risk Control AdvisorJob SummaryThe Senior Risk Control Advisor is responsible for providing risk control services to assigned AssuredPartners customers and prospective customers. This role involves directing the service of other staff for assigned customers, monitoring the quality and delivery of risk control services, and ensuring that...


  • Plano, Texas, United States Farmers Insurance- District 53 Full time

    Job Title: Life Insurance Sales ManagerJob Description:Are you passionate about helping families achieve peace of mind and security? Farmers Insurance District 53 is seeking an experienced Life Insurance Sales Manager to work inside selected insurance agency offices. You need 6 months of customer-facing experience in Life insurance sales. Your role will be...


  • Plano, Texas, United States Driver's Edge Auto Repair Full time

    Job Title: Quick Lube Service AdvisorWe are seeking a highly skilled and customer-focused Quick Lube Service Advisor to join our team at Driver's Edge Auto Repair. As a Quick Lube Service Advisor, you will be responsible for providing exceptional customer service, ensuring a smooth and pleasant experience for our clients seeking quick lube and maintenance...


  • Plano, Texas, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing team. As a key member of our Wealth Management team, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations. Key Responsibilities:...


  • Plano, Texas, United States EurAuto Shop LLC Full time

    Key Responsibilities: Provide exceptional customer service to all clients, ensuring a smooth and positive experience throughout the repair process. Communicate effectively with customers to understand their vehicle concerns and explain necessary repairs or services in a clear and professional manner. Collaborate closely with technicians to ensure accurate...