Personal Insurance Advisor

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

• 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.
• Absorb 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.

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.

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.