What are the responsibilities and job description for the Personal Insurance Advisor position at Vizance?
Description
Vizance is looking for an experienced and detail-oriented Personal Lines Account Manager to join our Racine team!
WHY 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 At Vizance
Requirements
WHAT YOU WILL BRING TO VIZANCE
Vizance is looking for an experienced and detail-oriented Personal Lines Account Manager to join our Racine team!
WHY 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 At Vizance
- Client Relationship Management: Serve as the primary point of contact for an assigned book of business. Respond to client questions and concerns promptly and professionally.
- 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.
- 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
WHAT YOU WILL BRING TO VIZANCE
- One 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
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