Remote Commercial Lines Client Advisor

Vizance; Wisconsin; À distance; USD 52 000 - 72 000; Plein temps

Avantages offerts par ce poste

Competitive compensation package

Quarterly incentives

Medical, dental, vision, life, and/or障

401(k) match

Paid Time Off

Résumé du poste

Vizance is seeking a Select Client Service Advisor for commercial lines in a fully remote Wisconsin role. You will manage day-to-day client relationships, assist with sales support, policy changes, and claims while ensuring accurate coverage and proactive account stewardship.

You will review policies, propose changes, and assist with remarketing and file maintenance, all within an independent agency setting that values client-focused service and teamwork.

Qualifications

• Current Property & Casualty license (or ability to obtain in the first 60 days of employment)
• Well versed and has general knowledge of standard concepts, practices, and procedures in the insurance industry

Responsabilités

• Promotes customer retention by providing people-first customer service and maintaining B2B relationships
• Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
• Remarkets accounts as needed
• Maintains orderly electronic files and information in accordance with agency standards
• Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
• Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base

Connaissances

Account management

Customer service

Insurance knowledge

Policy changes

Description du poste

Vizance is seeking a Select Client Service Advisor for commercial lines in a fully remote Wisconsin role. You will manage day-to-day client relationships, assist with sales support, policy changes, and claims while ensuring accurate coverage and proactive account stewardship.

You will review policies, propose changes, and assist with remarketing and file maintenance, all within an independent agency setting that values client-focused service and teamwork.