Teams at Vizance

Manage an assigned personal insurance client portfolio, serving as the primary contact, addressing questions, evaluating coverage needs, updating policies, supporting renewals, and coordinating with insurance carriers on quotes, endorsements, and documentation. Maintain accurate client records and stay current on personal lines insurance products, regulations, and market trends while building strong client relationships.

Develop new employee benefits business, design and recommend customized benefits solutions, serve as a trusted advisor to HR and business leaders, retain and expand client relationships, and collaborate with internal teams and carriers to deliver seamless service.

Manage an assigned book of personal lines clients: respond to inquiries, evaluate needs, design and renew policies, coordinate with carriers for quotes and endorsements, and maintain accurate client records while staying current on industry trends and regulations.