Personal Insurance Advisor

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

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.

Description

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

• 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