Personal Insurance Advisor

Vizance, Inc.; Wisconsin; On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Match

PTO + Birthday Day Off

Ongoing Education Opportunities

Team Environment

Growth Opportunities

Job summary

Vizance, Inc. is seeking an Associate to manage client relationships and design insurance solutions for personal lines in Wisconsin. The role involves policy renewals, carrier communications, and maintaining client records.

We value accuracy, organization, and strong communication to support growth within a collaborative team environment.

Qualifications

• 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 clients.
• Detail-oriented and organized.

Responsibilities

• Serve as the primary point of contact for an assigned book of business; respond to client questions promptly.
• Analyze and evaluate clients' insurance needs to design insurance solutions; review and renew policies.
• Collaborate with insurance carriers to obtain quotes, endorsements, and policy documents.
• Maintain accurate and organized client records.
• Stay updated on personal lines insurance regulations and industry trends.

Skills

Client Relationship Management

Policy Management

Carrier Communication

Tools

Applied Epic

Job description

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.

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