Client‑Focused Personal Insurance Advisor — Growth & Benefits

Vizance; Sister Bay (WI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Benefits package

401(k) match

PTO + birthday

Education opportunities

Team environment

Growth opportunities

Job summary

Vizance in Wisconsin seeks an Associate to manage client relationships, analyze insurance needs, and design personal lines solutions.

You will coordinate with carriers, maintain client records, and stay current on industry changes; two+ years of experience and a WI license preferred.

This role offers comprehensive benefits, a team-focused environment, and opportunities for growth within a growing firm.

Qualifications

• Two or more years of Personal Lines experience in an insurance agency.
• Knowledge of WI Property and Casualty license is preferred.
• Excellent communication skills with the ability to build and maintain client relationships.

Responsibilities

• Client Relationship Management: Serve as the primary point of contact for an assigned book of business.
• Policy Management: Design insurance solutions and assist with renewals.
• Carrier Communication: Obtain quotes, endorsements, and policy documents; liaise between clients and carriers.
• Documentation: Maintain accurate and organized client records.
• Market Knowledge: Stay updated on industry trends and changes in personal lines regulations.

Skills

Client relationships

Policy management

Carrier liaison

Documentation

Market knowledge

Education

WI P&C license

Tools

Applied Epic

Job description

Vizance in Wisconsin seeks an Associate to manage client relationships, analyze insurance needs, and design personal lines solutions.

You will coordinate with carriers, maintain client records, and stay current on industry changes; two+ years of experience and a WI license preferred.

This role offers comprehensive benefits, a team-focused environment, and opportunities for growth within a growing firm.