Client Advisor - Farmers Insurance

Posted 23 Days Ago
Be an Early Applicant
Grand Rapids, MI, USA
In-Office
55K-75K Annually
Junior
Insurance
The Role
Advise clients on Auto, Home, Life, and Commercial insurance; identify needs, recommend tailored policies, manage leads and renewals in a CRM, meet sales goals, provide ongoing client service, stay compliant, and participate in training and team meetings to drive agency growth.
Summary Generated by Built In

Client Advisor – Farmers Insurance | Ben Charney Agency, Grand Rapids

 

Are you searching for a fulfilling career where you can make a genuine difference in people’s lives? The Ben Charney Agency, a trusted Farmers Insurance partner, is looking for an ambitious and personable Client Advisor to join our growing team in Grand Rapids.

 

About the Role

 

As a Client Advisor, you’ll be instrumental in helping clients safeguard what matters most with tailored insurance solutions and ongoing support. In this role, you’ll consult with new and existing customers, advise on policy options, and ensure clients are confident in their coverage—all in a collaborative and high-energy team environment.

 

About the Ben Charney Agency

 

At our agency, investing in our clients and team is our top priority. We pride ourselves on a positive culture with a strong emphasis on growth, learning, and advancement—whether you’re new to insurance or ready to further develop your skills. We provide comprehensive training, ongoing mentorship, and a pathway to meaningful career progression, including leadership and even agency ownership opportunities.

 

Key Responsibilities

 
  • Consult with clients to identify their insurance needs and recommend appropriate solutions

  • Build relationships and provide exceptional client service throughout the policy lifecycle

  • Help clients navigate and select Auto, Home, Life, and Commercial insurance products

  • Actively generate new business and manage leads, follow-ups, and renewals through our CRM

  • Set and achieve individual sales goals, contributing to team and agency growth

  • Stay updated on insurance offerings and compliance standards

  • Participate in team meetings, sales strategy sessions, and ongoing training

 

Who We’re Looking For

 
  • At least 1 year of sales, customer service, or insurance experience (preferred)

  • Excellent communication and relationship-building skills

  • Confidence in making outbound calls and closing new business

  • Eagerness to learn, adapt, and grow in a fast-paced environment

  • Organized, self-motivated, and detail-oriented

  • Bilingual skills are a plus

 

Why Choose the Ben Charney Agency?

 
  • Competitive base salary with uncapped commissions

  • Performance bonuses and incentive programs

  • Paid training and professional development

  • Opportunities for rapid advancement, including a path to agency ownership

  • Supportive company culture that values each team member’s contributions

  • Health insurance support options (depending on agency offerings)

  • Paid time off, holidays, and milestone rewards

  • Backed by the trusted Farmers Insurance brand

 

Ready to Join Us?

 

If you’re a great communicator, passionate about helping others, and motivated by achievement, this is your chance to reinvent your career as a Client Advisor. Apply today and start making a real impact with the Ben Charney Agency and Farmers Insurance.

Skills Required

  • 1+ year sales, customer service, or insurance experience
  • Excellent communication and relationship-building skills
  • Confidence in making outbound calls and closing new business
  • Organized, self-motivated, and detail-oriented
  • Eagerness to learn, adapt, and grow in a fast-paced environment
  • Experience using CRM to manage leads, follow-ups, and renewals
  • Bilingual skills
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The Company
HQ: Woodland Hills, CA
4 Employees
Year Founded: 2020

What We Do

Farmers Insurance, through its district 40, consults with clients to understand their needs and sells/cross-sells Auto, Home, Life, and Commercial Insurance products.

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