Personal Insurance Advisor

Posted 18 Days Ago
Be an Early Applicant
Sister Bay, WI, USA
In-Office
Junior
Insurance
The Role
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.
Summary Generated by Built In

Description

WHY JOIN VIZANCE?

We pride ourselves in offering a work environment that delivers opportunities for advancement and a culture that values relationships, loyalty, and hard work.

Our success over the past 40+ years has been built by the dedicated associates at Vizance, and has earned us a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms.

WHAT YOU WILL DO AT VIZANCE

  • Client Relationship Management: Serve as the primary point of contact for an assigned book of business. Respond to client questions and concerns promptly.
  • Policy Management: Analyze and evaluate clients' insurance needs to design insurance solutions. Review and update insurance policies. Assist clients in policy renewals.
  • Carrier Communication: Collaborate with insurance carriers to obtain quotes, endorsements, and policy documents. Act as a liaison between clients and insurance carriers.
  • Documentation: Maintain accurate and organized client records.
  • Market Knowledge: Stay updated on industry trends, insurance products, and changes in personal lines insurance regulations.

 WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE

  • Comprehensive benefits package including medical, dental, vision, life, and disability insurance
  • 401(k) match
  • PTO + an additional day off on your birthday!
  • Ongoing education opportunities
  • Team environment
  • Opportunities for growth

If you are looking for a promising career in a growing organization, then we want to hear from you! 

Requirements

WHAT YOU WILL BRING TO VIZANCE

  • Two or more years of Personal Lines experience in an insurance agency
  • Valid WI Property and Casualty insurance license, preferred
  • Knowledge of Applied Epic is helpful, but not required
  • Excellent communication skills with the ability to build and maintain client relationships
  • Detail-oriented and organized
  • Desire to be part of a growing team

Skills Required

  • Two or more years of Personal Lines experience in an insurance agency
  • Valid WI Property and Casualty insurance license
  • Knowledge of Applied Epic
  • Excellent communication skills with the ability to build and maintain client relationships
  • Detail-oriented and organized
  • Desire to be part of a growing team
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The Company
HQ: Hartland, WI
117 Employees
Year Founded: 1978

What We Do

Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance and financial service solutions to companies, families and individuals throughout the Midwest. Vizance has locations in Appleton, Green Bay, Hartland (Headquarters), Kenosha, Milwaukee, Oshkosh, Racine, Ripon, and Sister Bay. The agency has been the recipient of a number of awards, including Top Workplaces (1st Place), Best Places to Work (1st Place), Future 50, and Fastest Growing Firms.

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