Client-First Personal Insurance Advisor

QuickCruit; Town of Hartland (WI); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Insurance benefits

401(k) match

PTO + birthday off

Education opportunities

Team environment

Growth opportunities

Job summary

Vizance in Wisconsin is seeking a Client Relationship Specialist to manage an assigned book of business from Hartland or Milwaukee. You will respond to client questions, design insurance solutions, and coordinate with carriers for quotes and policy documents.

Maintain accurate client records, stay updated on industry trends, and leverage benefits including comprehensive insurance, a 401(k) match, PTO with a birthday day off, ongoing education, teamwork, and growth opportunities.

Qualifications

• Serve as the primary contact for an assigned book of business.
• Analyze and design insurance solutions for clients.
• Collaborate with carriers to obtain quotes and policy documents.
• Maintain accurate and organized client records.
• Stay updated on industry trends and changes in personal lines regulations.

Responsibilities

• 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.

Job description

Vizance in Wisconsin is seeking a Client Relationship Specialist to manage an assigned book of business from Hartland or Milwaukee. You will respond to client questions, design insurance solutions, and coordinate with carriers for quotes and policy documents.

Maintain accurate client records, stay updated on industry trends, and leverage benefits including comprehensive insurance, a 401(k) match, PTO with a birthday day off, ongoing education, teamwork, and growth opportunities.