Personal Insurance Advisor
- LocationHartland, WI, US
- Work typeNot stated
- Posted2 November 2026
- SourceVizance's careers page (Paylocity)
Live checkFirst seen 3 days ago; still listed on Vizance's careers page 1 h ago.
At a glance
- Experience1 to 3 years
- Skills and toolsEpic
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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
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