Aviation Insurance Client Service Advisor

Position Overview

We are seeking a detail-oriented and client-focused Aviation Client Service Advisor to join our team. The Client Service Advisor is responsible for servicing and supporting client accounts, managing renewals, maintaining strong insurance company relationships, and ensuring a high level of customer satisfaction.

This role is ideal for an experienced customer service, insurance or aviation professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.

Key Responsibilities

Client Account Servicing

•          Serve as the point of contact for assigned client accounts
•          Manage day-to-day servicing needs including policy changes, endorsements, certificates, and audits
• Respond promptly and professionally to client inquiries and service requests
• Conduct policy reviews to ensure appropriate coverage and alignment with client needs

Renewals & Retention

•          Help manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
•          Coordinate with producers and insurance companies to obtain competitive renewal coverage options
• Support agency retention efforts by providing consistent, high-quality service

Carrier & Underwriting Coordination

•          Work closely with insurance company underwriters to obtain quotes and negotiate pricing and coverage terms
•          Prepare and submit accurate applications with supporting documentation
• Monitor underwriting guidelines and requirements to ensure compliance 

Compliance & Administrative Duties

•          Maintain accurate and up-to-date client records in Applied EPIC
•          Ensure policies, endorsements and documentation comply with state regulations and agency procedures
• Assist with customer claims
• Maintain required licenses and complete continuing education as required
• Invoicing and payment follow up

Collaboration & Support

•          Work collaboratively with producers, account managers, and leadership
•          Assist with onboarding new accounts
• Identify opportunities for process improvement and operational efficiency

Qualifications

Experience

•          Minimum of 3 years of customer service experience, insurance or aviation experience is a plus.
• Ability to manage multiple accounts and deadlines with accuracy and attention to detail

Education

•          Associates or Bachelors degree preferred with an emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, Accounting or a related field
•          Equivalent insurance industry experience may be considered in lieu of a degree

 Skills & Competencies

•          Strong written and verbal communication skills
•          High level of organization and attention to detail
•          Ability to work on your own or as a part of a team
• Client-focused mindset with strong problem-solving abilities
• Ability to explain insurance concepts clearly and professionally
• Proficiency with Microsoft Office and insurance agency systems

 Compensation & Benefits

•          Starting salary of $55,000 and higher, based on experience and qualifications
•          Performance-based increases and career advancement opportunities
• Paid time off and paid holidays
• Health, dental, vision, and retirement benefits (as applicable)
• Continuing education and professional development support

 Why Join Us?

•          Competitive compensation with long-term growth potential
•          Supportive, team-oriented work environment
• Opportunity to work with established carriers and a diverse client base
• Emphasis on service excellence and client retention
• Stability and career growth within a respected insurance organization