Personal Insurance Advisor

Vizance

  • Sister Bay, WI
  • 19 days ago

    Highlights

    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. Market Knowledge: Stay updated on industry trends, insurance products, and changes in personal lines insurance regulations.

    Numbers & Facts

    LocationSister Bay, WI

    Description

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    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

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