Commercial Client Service Advisor

Vizance, Inc.; Town of Hartland (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Comprehensive employee benefits package

401(k) match

Paid Time Off

Sponsored education opportunities

Supportive team environment

Opportunities for growth

Job summary

A leading insurance agency is seeking a Client Service Advisor for their Hartland office. In this role, you'll manage client relationships and insurance policies, ensuring exceptional service. The ideal candidate has a Wisconsin Property & Casualty license and two or more years of relevant experience in Commercial Insurance. Benefits include comprehensive insurance packages, 401(k) matching, and opportunities for growth within a supportive team environment.

Qualifications

• At least two years of experience in Commercial Property and Casualty Insurance.
• Wisconsin Property & Casualty license required.
• Ability to work in a fast-paced environment with strong attention to detail.

Responsibilities

• Build positive relationships with clients and insurance carriers.
• Manage policy documentation, endorsements, and renewals.
• Collaborate with underwriters to assess clients' risks.
• Work with sales and service teams to execute client service plans.

Skills

Communication skills

Attention to detail

Team collaboration

Communication skills

Education

Wisconsin Property & Casualty license

At least two years of Commercial Property and Casualty Insurance experience

Job description

Description

Vizance is hiring a Client Service Advisor for our Hartland office!

WHY JOIN VIZANCE?

Vizance has nearly 200 associates in 9 locations throughout Wisconsin and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies – on purpose!

Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority‑Owned Business Enterprise (MBE).

WHAT YOU WILL DO AT VIZANCE

• Client and Carrier Relations: Build positive relationships with an assigned book of clientele and insurance carriers
• Policy Administration: Manage policy documentation, endorsements, and renewals
• Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks
• Communication: Work with dedicated sales and service teams to plan and execute client service plans

WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE

• Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
• 401(k) match
• Paid Time Off (including your birthday)
• Sponsored education opportunities
• A supportive team environment that celebrates success
• Opportunities for growth

Requirements

WHAT YOU WILL BRING TO VIZANCE

• At least two years of Commercial Property and Casualty Insurance experience
• Wisconsin Property & Casualty license
• Ability to work in a fast‑paced environment with attention to detail
• Desire to be part of a growing and collaborative team
• Enthusiasm, exceptional communication skills, and a strong work ethi