Mid Level Client Advisor Jobs
Mid level client advisor jobs go to professionals ready to own client relationships end to end, mentor junior teammates, and shape account strategy without waiting for direction. Openings are spread across on-site, hybrid, and remote settings in Consulting & Professional Services, Accounting & Auditing, and Investment & Asset Management, with employers like Marsh McLennan Agency, Aprio, and Fendi hiring at this level now.
Find Mid Level Client Advisor JobsOverview
Showing 5 of 9+ Mid Level Client Advisor jobs
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
The Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.
WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.
ESSENTIAL DUTIES
- Develop and maintain good working relationships with clients.
- Introduce and promote new products through communication with clients.
- Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
- Consult on the most effective coverage for a particular need.
- Deliver good customer service by responding swiftly to queries and concerns from clients.
- Communicate with colleagues & carrier representatives, to maintain knowledge of new and existing products, Online quoting along with current market conditions and competitors' products.
- Ensure compliance with procedures of OneGroup by keeping up to date with all changes.
- Negotiate with underwriters to amend policies where necessary in order to meet client demand.
- Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position.
- Technical proficiency with coverages and various types of insurance policies as appropriate.
- Authorize binding of Commercial Lines coverage within authority granted by the carrier.
- Participate in seminars and training for skill and knowledge development.
- Perform other duties as required.
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education:
High School Diploma
All applicants must be 18 years of age or older
Professional Certifications/Licenses:
Property/Casualty License Required
Maintain Agent/Broker License through continuing education
Earn or maintain CISR Designation
Experience/Skills:
- 5 years Insurance Experience Required
- Working knowledge of Agency Management Systems
- Experience in the Applied Epic system is a plus but not required
- Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs
- Knowledge of Acord forms
- Self-motivated, ability to work independently and within a team
- Good organizational skills with the ability to manage multiple tasks efficiently
- Excellent oral and written communication and interpersonal skills
- An interest in meeting new people and relationship management skills
- Display trustworthiness, integrity, sincerity and discretion
- Good customer service skills
- A results-driven approach to meet core responsibilities and deadlines
- Attention to detail and accurate record keeping
- The ability to develop and deliver innovative ideas
- Excellent time management skills
- Must possess a valid driver’s license and clean motor vehicle record
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
The Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.
WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.
ESSENTIAL DUTIES
- Develop and maintain good working relationships with clients.
- Introduce and promote new products through communication with clients.
- Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
- Consult on the most effective coverage for a particular need.
- Deliver good customer service by responding swiftly to queries and concerns from clients.
- Communicate with colleagues & carrier representatives, to maintain knowledge of new and existing products, Online quoting along with current market conditions and competitors' products.
- Ensure compliance with procedures of OneGroup by keeping up to date with all changes.
- Negotiate with underwriters to amend policies where necessary in order to meet client demand.
- Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position.
- Technical proficiency with coverages and various types of insurance policies as appropriate.
- Authorize binding of Commercial Lines coverage within authority granted by the carrier.
- Participate in seminars and training for skill and knowledge development.
- Perform other duties as required.
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education:
High School Diploma
All applicants must be 18 years of age or older
Professional Certifications/Licenses:
Property/Casualty License Required
Maintain Agent/Broker License through continuing education
Earn or maintain CISR Designation
Experience/Skills:
- 5 years Insurance Experience Required
- Working knowledge of Agency Management Systems
- Experience in the Applied Epic system is a plus but not required
- Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs
- Knowledge of Acord forms
- Self-motivated, ability to work independently and within a team
- Good organizational skills with the ability to manage multiple tasks efficiently
- Excellent oral and written communication and interpersonal skills
- An interest in meeting new people and relationship management skills
- Display trustworthiness, integrity, sincerity and discretion
- Good customer service skills
- A results-driven approach to meet core responsibilities and deadlines
- Attention to detail and accurate record keeping
- The ability to develop and deliver innovative ideas
- Excellent time management skills
- Must possess a valid driver’s license and clean motor vehicle record
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
See All 9 Mid Level Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Mid Level Client Advisor JobsMid Level Client Advisor Job Market
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Accounting & Auditing
- Investment & Asset Management
Mid Level Client Advisor Jobs: Frequently Asked Questions
How do I get a mid level client advisor job?
Position yourself around ownership, not just participation. Highlight clients you managed independently, retention or growth outcomes you drove, and any cross-functional projects you led. Applications that connect your experience to measurable client results, such as improved satisfaction scores or expanded accounts, stand out over those that only list responsibilities. Tailor your materials to each employer's client profile and industry context.
Which companies hire mid level client advisors?
Companies hiring mid level client advisors right now include Marsh McLennan Agency, Aprio, and Fendi, based on current listings on Migrate Mate as of September 2026. Hiring at this level tends to come from financial services firms, technology companies, and professional services organizations that maintain dedicated client-facing teams and need advisors who can run accounts independently.
Are there remote mid level client advisor jobs?
Yes, though availability varies by industry and employer. About 44% of mid level client advisor openings are remote or hybrid as of September 2026, with hybrid arrangements being more common in relationship-intensive sectors where occasional in-person client contact is expected. Fully remote roles tend to appear more frequently at technology and SaaS companies.
How do I move up to a mid level client advisor role?
The path from entry level to mid level is built on demonstrated ownership over time. Focus on taking full responsibility for smaller accounts before asking for larger ones, documenting the impact of your work in measurable terms, and developing expertise in a specific industry or client type. Advisors who consistently hit retention and growth targets, and who start informally coaching newer colleagues, tend to make the move into mid level positions.
Which industries hire the most mid level client advisors?
Mid Level client advisor roles concentrate in Consulting & Professional Services, Accounting & Auditing, and Investment & Asset Management, based on current listings on Migrate Mate as of September 2026. These sectors drive hiring at this level because they rely on sustained client relationships, complex service or product portfolios, and the need for advisors who can manage accounts proactively rather than reactively.