Select Client Service Advisor- Commercial Lines

Vizance; Racine (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

401(k) match

Paid time off

Internal succession path

Supportive team

Job summary

Vizance in Wisconsin seeks a Select Client Service Advisor to manage day-to-day accounts for small to mid-sized clients, supporting sales, policy changes and claims while building lasting client relationships.

Preferred in Racine or Kenosha, with Hartland or Appleton regions as alternatives. Enjoy competitive pay, quarterly incentives, and a comprehensive benefits package within a stable, independent agency.

Qualifications

• Must hold or be able to obtain a Property & Casualty license within the first 60 days.
• Insight into standard insurance concepts, practices and procedures.

Responsibilities

• Promotes customer retention by providing people-first service and maintaining B2B relationships.
• Reviews coverage, recommends changes in coverage and markets as needed on service contracts.
• Remarkets accounts as needed and secures quotes for new opportunities.
• Maintains orderly electronic files and information per agency standards.
• Verifies accuracy and coverage adequacy of policies; requests changes as needed.
• Keeps informed of industry and product information to improve knowledge base.

Skills

Customer service

Relationship management

Policy review

Quote generation

Education

Property & Casualty license

Job description

Description

The Select Client Service Advisor role is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing relationships with clients by supporting and facilitating sales, policy changes and claims.

Position preferred in Racine or Kenosha, but eligible for Hartland or the Appleton region as well!

WHAT YOU WILL DO:

• Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships


• Reviews current coverage and recommends changes in coverage and markets as needed at each service contract


• Remarkets accounts as needed


• Secures quotes for new business opportunities


• 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

WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE:

• Competitive compensation package- salary + quarterly incentives


• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)


• 401(k) match


• Paid Time Off


• Security of working for a stable, independent agency with a defined path for internal succession


• A supportive team environment that celebrates success

Requirements

WHAT YOU WILL BRING:

• 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