Personal Insurance Advisor

Description

Position available in Hartland or Milwaukee! 

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

• 1-3+ years of Personal Lines experience in an insurance agency
• Valid WI Property and Casualty insurance license, preferred, or willingness to obtain
• 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