Location
Dallas
Job Type
Full Time
Posted
June 19, 2026
Job Description
Benefits:
Position Summary
The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency’s retention and growth initiatives. This role combines client servicing, proactive renewal outreach, retention conversations, cross-selling, client coverage education, and producer support into one unified position.
Client Advisors are expected to take ownership of the client experience from intake to resolution whenever reasonably possible. This role is designed to strengthen ...
- Positive Work Culture
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Vision insurance
- Wellness resources
Position Summary
The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency’s retention and growth initiatives. This role combines client servicing, proactive renewal outreach, retention conversations, cross-selling, client coverage education, and producer support into one unified position.
Client Advisors are expected to take ownership of the client experience from intake to resolution whenever reasonably possible. This role is designed to strengthen ...