Back to search

Client Success Advisor — Insurance

The Brewer Agency · Huntersville, NC · Client-facing insurance agency team

Compensation

$50k – $75k /yr

Employment type

Full-time

Work setting

On-site

Location

Huntersville, NC

Schedule

Day shift

Posted

Apply for this job

You'll be redirected to the employer's application page.

Job overview

The Client Success Advisor role is remote, with the posting stating work from anywhere in the United States. Compensation is described as first-year agents averaging $50,000–$75,000 per year, with top performers reaching $100,000 in their first year. The role supports The Brewer Agency’s client-focused insurance services. The advisor builds client relationships, explains options, and provides tailored solutions and service throughout the sales process. The role supports clients in making informed decisions to protect their loved ones, while maintaining accurate documentation and follow-up. Leadership and mentoring duties are optional for those interested.

What you'll do

  • Build client relationships and understand needs
  • educate clients on options and help them make informed decisions
  • provide customer service throughout the sales process
  • manage client interactions, documentation, and follow-up
  • collaborate with team members
  • uphold ethical standards. For those interested, contribute to team growth and take on mentoring and leadership roles.

What we're looking for

Skills & competencies
client success advisor
insurance agent
client engagement
insurance education
customer service
remote anywhere in us
the brewer agency
training and mentorship
$50k–$75k average first-year earnings
top performers up to $100k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Flexible remote work
  • ongoing training and development
  • career advancement opportunities
  • supportive team culture.

Why this role

The posting requires U.S. residence and U.S. citizenship or legal/permanent resident status. Leadership responsibilities are optional.

About the employer

The Brewer Agency is hiring for this role. Industry: Other Direct Insurance (except Life, Health, and Medical) Carriers. Sector: 52.

Additional details

Industry sector
52
Industry
Other Direct Insurance (except Life, Health, and Medical) Carriers
Occupation code
41-3021.00
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: d1057a50-2d45-413f-bb22-3c61620f4df7

    Client Success Advisor — Insurance | CollabWORK