Trusted Personal Insurance Advisor

BWO Insurance; Franklin (WI); On-site; USD 50,000 - 65,000; Full time

Job summary

A local insurance agency in Franklin, Wisconsin, is looking for a Personal Insurance Advisor to handle writing and retaining profitable personal insurance accounts. The role demands evaluating client needs and providing tailored insurance solutions focused on Home, Auto, and Umbrella coverages. Ideal candidates will have at least 3 years of relevant experience and a valid Wisconsin insurance license. You will be responsible for client education, proposal development, and outstanding customer service while maintaining compliance and accuracy in documentation.

Qualifications

• Valid Wisconsin Property and Casualty Insurance License required.
• Minimum 3 years of recent experience in Personal Lines account management or sales.
• Strong understanding of personal insurance products and underwriting.

Responsibilities

• Identify and qualify prospects for insurance needs.
• Develop and present personalized insurance proposals.
• Educate clients on policy options and coverage.

Skills

Communication skills

Attention to detail

Problem-solving

Relationship-building

Time management

Education

High school diploma or equivalent

Property and Casualty Insurance License

Tools

Agency Management System (AMS)

Office software

Job description

A local insurance agency in Franklin, Wisconsin, is looking for a Personal Insurance Advisor to handle writing and retaining profitable personal insurance accounts. The role demands evaluating client needs and providing tailored insurance solutions focused on Home, Auto, and Umbrella coverages. Ideal candidates will have at least 3 years of relevant experience and a valid Wisconsin insurance license. You will be responsible for client education, proposal development, and outstanding customer service while maintaining compliance and accuracy in documentation.