Personal Insurance Advisor

About the role

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.

Responsibilities

• 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.

Benefits

• Comprehensive benefits package including medical, dental, vision, life, and disability insurance.
• 401(k) match.
• PTO plus an additional day off on your birthday.
• Ongoing education opportunities.
• Team environment.
• Opportunities for growth.

Requirements

• 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.