Client Technical Advisor

Vizance, Inc. • Hartland, WI

4h

About The Position

At Vizance, we pride ourselves on delivering top- notch support to our clients. To keep up with growing demand, we are seeking an Entry-Level Insurance Service Advisor to join our team in Hartland, WI. This is a great opportunity for someone seeking a new career in a thriving industry and growing company! Recent college grads encouraged to apply! WHY JOIN VIZANCE? Vizance is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies – on purpose! Vizance has earned a number of awards, including Top Workplaces (6 years in a row!), Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE). WHAT YOU WILL DO AT VIZANCE Customer Support: Respond to client inquiries and requests by phone and email. Policy Information: Assist clients in understanding their insurance policies and coverage options, and process necessary updates or changes. Renewals: Work with fellow service and sales team members to create and process renewal paperwork. Documentation: Participate in data entry/clean-up to help maintain accurate and organized client information. Other duties as assigned! This position includes many opportunities for advancement. WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance 401(k) match Paid Time Off (including your birthday) Paid volunteer hours Coaching/mentorship program Sponsored education opportunities A supportive team environment that celebrates success Opportunities for growth If you are looking for a promising career in a growing organization, then we want to hear from you!

Requirements

• Customer service mindset
• Deadline-driven and detail-oriented personality
• Great attitude and excitement for joining a growing company
• Basic computer skills
• Willingness to obtain Wisconsin Property and Casualty Insurance license (expenses paid by Vizance)

Responsibilities

• Respond to client inquiries and requests by phone and email.
• Assist clients in understanding their insurance policies and coverage options, and process necessary updates or changes.
• Work with fellow service and sales team members to create and process renewal paperwork.
• Participate in data entry/clean-up to help maintain accurate and organized client information.
• Other duties as assigned!

Benefits

• Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
• 401(k) match
• Paid Time Off (including your birthday)
• Paid volunteer hours
• Coaching/mentorship program
• Sponsored education opportunities
• A supportive team environment that celebrates success
• Opportunities for growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees