Commercial Client Service Advisor

Vizance, Inc.Hartland, WI
28d

About The Position

Vizance is hiring a Client Service Advisor for our Hartland office! WHY JOIN VIZANCE? Vizance has nearly 200 associates in 9 locations throughout Wisconsin and 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, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority-Owned Business Enterprise (MBE). WHAT YOU WILL DO AT VIZANCE Client and Carrier Relations: Build positive relationships with an assigned book of clientele and insurance carriers Policy Administration: Manage policy documentation, endorsements, and renewals Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks Communication: Work with dedicated sales and service teams to plan and execute client service plans 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) Sponsored education opportunities A supportive team environment that celebrates success Opportunities for growth

Requirements

  • At least two years of Commercial Property and Casualty Insurance experience
  • Wisconsin Property & Casualty license
  • Ability to work in a fast-paced environment with attention to detail
  • Desire to be part of a growing and collaborative team
  • Enthusiasm, exceptional communication skills, and a strong work ethic

Responsibilities

  • Build positive relationships with an assigned book of clientele and insurance carriers
  • Manage policy documentation, endorsements, and renewals
  • Collaborate with underwriters to assess and understand clients' unique risks
  • Work with dedicated sales and service teams to plan and execute client service plans

Benefits

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