Personal Insurance Advisor

Vizance

Hartland, WI

Job Description
Job Description
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

Apply

Vacancy posted a month ago

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