Remote Client Advisor Jobs
Remote client advisor jobs are open across the U.S. in financial services, insurance, technology, and wealth management, at remote-first firms and distributed teams of all sizes. Companies currently hiring include karat, Arch Capital Group, and Pronix. Find a role that fits below and apply directly.
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Showing 4 of 18+ Remote Client Advisor jobs
General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.
Responsibilities:
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
- Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management and document management systems.
- Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Knowledge, Skills and Abilities:
- Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
- High School Graduate. College degree preferred, but not required.
- Must hold state Property & Casualty insurance license
- Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Strong written, oral and interpersonal communication skills.
- Knowledge of Sagitta/WorkSmart preferred, but not required.
- Ability to work in a fast paced environment with a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
GLDR
#LI-Remote
#LI-JM1
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.
Responsibilities:
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
- Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management and document management systems.
- Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Knowledge, Skills and Abilities:
- Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
- High School Graduate. College degree preferred, but not required.
- Must hold state Property & Casualty insurance license
- Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Strong written, oral and interpersonal communication skills.
- Knowledge of Sagitta/WorkSmart preferred, but not required.
- Ability to work in a fast paced environment with a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
GLDR
#LI-Remote
#LI-JM1
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
See All 18 Remote Client Advisor Jobs
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Find Remote Client Advisor JobsRemote Client Advisor Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote client advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of experience in a client-facing financial or sales advisory role
- Series 7 and Series 66 licenses or willingness to obtain them within a defined period
- Demonstrated ability to manage and grow a personal book of business
- Proficiency with CRM platforms and portfolio management or POS software
- Strong communication and relationship-building skills with a consultative sales approach
Tips for Your Remote Client Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client advisor openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings fill fast, so checking regularly and applying as soon as a fit appears gives you a real edge.
Show async communication skills upfront
Remote client advisor roles rely on written updates, video check-ins, and CRM notes instead of hallway conversations. Rewrite your resume bullets to highlight how you've communicated with clients through email, chat, or recorded video, not just phone or in-person.
Demonstrate CRM and remote tool fluency
Remote employers screen for hands-on experience with tools like Salesforce, HubSpot, or Zendesk before the first interview. Call out specific platforms you've used and what you did in them, such as managing a pipeline, logging client interactions, or automating follow-ups.
Prepare for a remote-specific interview process
Many remote client advisor interviews include a written case exercise or a recorded video response to test async communication before you ever speak live. Practice giving clear, concise written answers and presenting yourself on camera without the energy of a face-to-face room.
Remote Client Advisor Jobs: Frequently Asked Questions
How do I get a remote client advisor job?
Target companies that run distributed client-facing teams, such as remote-first fintech firms, insurance carriers, and SaaS businesses with subscription customer bases. Remote employers screen hard for written communication, self-direction, and the ability to build rapport without in-person contact. Candidates who can show CRM proficiency, a history of hitting retention or satisfaction goals, and comfort with async tools like Slack or Zoom consistently stand out.
Which companies hire remote client advisors?
Companies hiring remote client advisors right now include karat, Arch Capital Group, and Pronix, based on current remote listings on Migrate Mate as of November 2026. Remote-first firms and distributed teams in financial services, insurance, and technology are among the most consistent sources of these openings.
Can you get a remote client advisor job with no experience?
Yes, but entry-level remote client advisor roles are harder to land because employers expect you to manage client relationships independently from day one. Remote-first SaaS companies and insurance carriers tend to hire at the entry level. You can strengthen your candidacy by showing strong written communication, familiarity with CRM tools, and any customer-facing work, even in retail or hospitality, that demonstrates relationship-building.
Do you need a degree for remote client advisor jobs?
Not always. Many remote employers weigh demonstrated results over a formal degree, particularly in financial services and technology. A history of client retention, upsell performance, or measurable satisfaction scores can carry as much weight as a diploma. Industry certifications relevant to the sector, such as financial planning credentials or insurance licenses, often matter more to remote hiring managers than the degree itself.
Which industries hire the most remote client advisors?
Most remote client advisor openings sit in Insurance, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed client-facing teams to manage accounts, retain customers, and deliver service across multiple time zones without a physical office presence.
See All 18 Remote Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Client Advisor Jobs