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Personal Insurance Advisor

Vizance, Inc. · Sister Bay, WI, United States

Senior LevelExternal listingfull-time21 days ago

About The Role

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

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