Client Advisor Jobs in Kentucky
Client Advisor jobs in Kentucky are consistently active, with demand concentrated in financial services, wealth management, and insurance across Louisville, Lexington, and the Cincinnati metro's Kentucky suburbs. Major employers with deep roots in the state include Humana, Stock Yards Bank and Trust, and Hilliard Lyons, hiring client advisors at levels from associate to senior relationship manager. The most in-demand specialties are private banking, insurance advisory, and retail investment services. Find a role that fits below and apply directly.
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Showing 5 of 12+ Client Advisor jobs
Summary
Analyzes and answers requests by mail, telephone, or in person from policyholders, internal production or marketing personnel for information concerning insurance policies by performing the following duties.
50% Client/Policy Services
Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
- Preparing submissions and marketing business.
- Maintaining direct communication and building relationships with insureds.
- Reviewing and invoicing policies and requesting changes.
- Referring to group, life and commercial leads to appropriate personnel.
- Preparing proposals and complete coverage analyses to serve the client.
- Maintaining accurate and updated expiration list.
- Processing invoices and credits on agency bill policies.
- Tracking direct bill transactions by company.
- Reviewing policy coverage and endorsements on all new and renewal business, including rating.
- Handling all account service issues in accordance with the E&O standards.
- Daily maintenance and processing of carrier downloads.
- Building relationships with insurance carriers.
- Maintaining compliance with all Personal Lines service standards and procedures including daily service.
- Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Handling complex policy issues and finding resolution with minimal Producer/Service Leader involvement.
30% Renewal Marketing
Remarkets current client policies and prepares formal renewal presentation.
- Managing renewal timeline and renewal process.
- Generating summaries and proposals of coverage and reviews with Producer.
- Working with clients for the purpose of gathering marketing data.
- Seeking opportunities for potential upselling of accounts including completing exposure analysis.
- Negotiating client renewals with carriers based on competitive information.
- Reviewing, analyzing, and comparing quotes vs. current coverage.
- Issuing binder, invoices, certificates, and endorsements requests as needed.
- Completing binding instructions.
10% Teamwork
Works together with team and with other departments, such as Marketing and Claims; including conferencing with Producer to discuss the execution of strategies. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.
10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.
Requirements:Computer Skills
To perform this job successfully, an individual should have knowledge of Database Software; Spreadsheet Software; Word Processing Software and Internet software.
Education and/or Experience
At least three or more years related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience.
Notice Regarding the Use of Artificial Intelligence in Application ReviewNotice of AI Use in Job Application Review
As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.
Summary
Analyzes and answers requests by mail, telephone, or in person from policyholders, internal production or marketing personnel for information concerning insurance policies by performing the following duties.
50% Client/Policy Services
Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
- Preparing submissions and marketing business.
- Maintaining direct communication and building relationships with insureds.
- Reviewing and invoicing policies and requesting changes.
- Referring to group, life and commercial leads to appropriate personnel.
- Preparing proposals and complete coverage analyses to serve the client.
- Maintaining accurate and updated expiration list.
- Processing invoices and credits on agency bill policies.
- Tracking direct bill transactions by company.
- Reviewing policy coverage and endorsements on all new and renewal business, including rating.
- Handling all account service issues in accordance with the E&O standards.
- Daily maintenance and processing of carrier downloads.
- Building relationships with insurance carriers.
- Maintaining compliance with all Personal Lines service standards and procedures including daily service.
- Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Handling complex policy issues and finding resolution with minimal Producer/Service Leader involvement.
30% Renewal Marketing
Remarkets current client policies and prepares formal renewal presentation.
- Managing renewal timeline and renewal process.
- Generating summaries and proposals of coverage and reviews with Producer.
- Working with clients for the purpose of gathering marketing data.
- Seeking opportunities for potential upselling of accounts including completing exposure analysis.
- Negotiating client renewals with carriers based on competitive information.
- Reviewing, analyzing, and comparing quotes vs. current coverage.
- Issuing binder, invoices, certificates, and endorsements requests as needed.
- Completing binding instructions.
10% Teamwork
Works together with team and with other departments, such as Marketing and Claims; including conferencing with Producer to discuss the execution of strategies. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.
10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.
Requirements:Computer Skills
To perform this job successfully, an individual should have knowledge of Database Software; Spreadsheet Software; Word Processing Software and Internet software.
Education and/or Experience
At least three or more years related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience.
Notice Regarding the Use of Artificial Intelligence in Application ReviewNotice of AI Use in Job Application Review
As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.
See All 12 Client Advisor Jobs in Kentucky
Find roles in Kentucky that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Kentucky
Where Kentucky roles are concentrated, by current openings.
Client Advisor Job Market in Kentucky
A snapshot from current Kentucky openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Kentucky Employers Look For
The qualifications that appear most often in client advisor jobs across Kentucky.
- Active Kentucky insurance producer license or FINRA Series 7 registration where applicable
- Bachelor's degree in finance, business, or a closely related field
- Demonstrated experience managing client relationships or financial product portfolios
- Proficiency with CRM platforms and financial planning or advisory software
- Strong consultative communication skills and comfort presenting to clients in person
- Ability to meet Kentucky employer-defined compliance and continuing education requirements
Client Advisor Jobs in Kentucky: Frequently Asked Questions
How do you become a client advisor in Kentucky?
The path depends on the sector. For insurance-focused roles, you must hold a Kentucky insurance producer license issued by the Kentucky Department of Insurance, which requires completing pre-licensing education and passing the state exam. For investment or brokerage advisory roles, FINRA registration such as a Series 7 or Series 66 is typically required. Most Kentucky employers expect a bachelor's degree in finance, business, or economics as the baseline qualification.
Which companies hire client advisors in Kentucky?
Kentucky client advisor roles are posted by Houchens Insurance Group / Curneal Hignite Insurance, JPMorganChase, and Jambalaya and others right now, based on current listings on Migrate Mate as of November 2026. Kentucky's strong concentration of regional banks, insurance carriers, and wealth management firms means openings are spread across both major metros and smaller financial centers like Bowling Green and Owensboro.
Which Kentucky cities have the most client advisor jobs?
Louisville, Lexington, and Elizabethtown account for the largest share of client advisor openings in Kentucky. Louisville drives the most volume as the state's financial and insurance hub, home to major carriers and regional banks, while Lexington's professional services sector supports steady demand, and northern Kentucky cities benefit from their proximity to Cincinnati's broader financial services market.
Are there remote client advisor jobs in Kentucky?
Yes, but they're less common than in purely analytical or tech roles because client advisory work typically involves ongoing face-to-face relationship management. About 0% of client advisor openings tied to Kentucky are remote or hybrid as of November 2026, reflecting a meaningful but selective portion of the market. The roles most likely to offer remote or hybrid flexibility are inside sales advisory, telephone-based financial coaching, and back-book client management positions.
How can I get hired as a client advisor in Kentucky with little or no experience?
The most realistic entry point is a client associate or financial services representative role at one of Kentucky's regional banks or insurance carriers, such as Stock Yards Bank, Republic Bank, or a Humana sales affiliate. These organizations run structured associate programs and on-the-job licensing support for candidates without prior advisory experience. A completed pre-licensing course through the Kentucky Department of Insurance or an active FINRA Series 6 registration signals readiness and gives candidates a clear edge over unlicensed applicants.
Where can I find and apply to client advisor jobs in Kentucky?
You can find and apply to client advisor jobs in Kentucky on Migrate Mate, which lists current openings tied to Kentucky employers. Search the listings, find roles that fit your experience and location, and apply directly to each one without any additional steps.
See All 12 Client Advisor Jobs in Kentucky
Find roles in Kentucky that match your experience and apply in just a few clicks.
Find Client Advisor Jobs