Services Advisor

Join Our Dynamic Insurance Team as a Premium Services Advisor – Champion Long-Term Client Relationships and Growth!

Are you passionate about helping people succeed and building lasting partnerships? We are looking for a dedicated Premium Services Advisor to join our high-performing insurance and financial services team. In this role, you’ll be the trusted advisor and advocate for our clients, ensuring their needs are met, their goals are supported, and their experience with our team is exceptional.

Whether you’re experienced in client success, account management, or customer relations, or is eager to grow in a relationship-focused role, we offer the training, mentorship, and support to help you thrive.

• Serve as the primary liaison between clients and internal teams, ensuring a smooth and personalized experience.
• Develop deep relationships with clients to understand their financial goals and evolving needs.
• Provide proactive support, education, and guidance to help clients maximize the value of our services.
• Monitor client satisfaction and engagement metrics, identifying opportunities for growth and retention.
• Coordinate service delivery, follow-ups, and ongoing communication to maintain a high standard of care.
• Advocate for clients internally to ensure solutions are aligned with their best interests.

• ✔ Strong relationship-building and communication skills
• ✔ Customer-focused, empathetic, and solution-oriented
• ✔ Organized and detail-driven with strong follow-through
• ✔ Comfortable managing multiple client relationships and priorities
• ✔ Proactive and self-motivated with a collaborative mindset
• ✔ Experience in client success, account management, financial services, or insurance is a plus

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Flexible Work Options – Remote, hybrid, or in-office positions available
📈 Career Growth Opportunities – Advance into leadership, strategy, or client experience roles
💰 Competitive Compensation – Base pay plus bonuses and incentive programs
🧠 Comprehensive Training & Mentorship – Learn from experienced professionals and leaders
🏆 Recognition & Rewards – Be acknowledged for delivering exceptional service
🏥 Health Insurance Options – Available for qualified team members

If you love supporting people, solving problems, and making a meaningful difference in clients' lives, this role is your opportunity to grow a fulfilling career while building lasting relationships.

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Apply today to become a trusted Premium Services Advisor—where client care and career success go hand in hand.

(Individual success may vary based on effort, relationship management skills, and service delivery.)