Personal Insurance Advisor

Vizance, Inc. • Sister Bay, WI

8d

About The Position

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.

Requirements

• Two or more years of Personal Lines experience in an insurance agency
• Excellent communication skills with the ability to build and maintain client relationships
• Detail-oriented and organized
• Desire to be part of a growing team

Nice To Haves

• Valid WI Property and Casualty insurance license, preferred
• Knowledge of Applied Epic is helpful, but not required

Responsibilities

• Serve as the primary point of contact for an assigned book of business.
• Respond to client questions and concerns promptly.
• Analyze and evaluate clients' insurance needs to design insurance solutions.
• Review and update insurance policies.
• Assist clients in policy renewals.
• Collaborate with insurance carriers to obtain quotes, endorsements, and policy documents.
• Act as a liaison between clients and insurance carriers.
• Maintain accurate and organized client records.
• Stay updated on industry trends, insurance products, and changes in personal lines insurance regulations.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed