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Personal Insurance Advisor

Vizance · vizance.com
HartlandEntry level1–3 yrs
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The job in short

Insurance advising.

Insurance

Details

Found
26 d ago · posted 2026-09-04
Location as listed
Hartland, WI, US
Role
Insurance / Claims / Underwriting
Source
The company’s own careers site

Full description

Description Position available in Hartland or Milwaukee! 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 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. • 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. 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 If you are looking for a promising career in a growing organization, then we want to hear from you! Requirements WHAT YOU WILL BRING TO VIZANCE • 1-3+ years of Personal Lines experience in an insurance agency • Valid WI Property and Casualty insurance license, preferred, or willingness to obtain • 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

Insurance / Claims / Underwriting jobs in the United States · All Vizance jobs · Entry-level jobs in Hartland, Wisconsin

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