Vizance · 16 hours ago
Commercial Account Executive
Appleton, WI
Full-time
Onsite
Mid Level
3+ years expVizance is a top insurance agency in the United States, seeking an Account Executive to service and build relationships with existing clients while supporting Sales Advisors. The role involves managing renewal accounts, participating in client meetings, and providing outstanding client service.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Lead on Renewal Accounts
Take shared responsibility for retaining clients
Participate in client renewal meetings
Assist with New Business
Strategize prospect plans with Sales Advisors
Participate in prospect meetings
Collect necessary information for Service team
Provide Outstanding Client Service
Anticipate both client and Advisor needs
Develop strong relationships with clients
Communicate critical issues to Advisors and Service teams
Follow the Vizance System
Correctly follow Vizance workflows and procedures
Participate in department meetings
Meet with Sales Advisors to discuss upcoming renewals and client questions
Build and Maintain Partner Relationships
Develop strong knowledge of industry, markets, companies, etc
Other Duties as Assigned
Qualification
Required
3-5 years of insurance/ risk management experience OR proven experience
Excellent communication skills
Willingness to obtain Property and Casualty insurance license, upon hire
Preferred
Bachelor's Degree
Benefits
Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
401(k) match
Paid Time Off (including your birthday!)
Company
Vizance
Vizance provides risk management, business insurance, employee benefits, personal insurance and financial service solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Thomas Schaetz
President & Chief Operating Officer
Company data provided by crunchbase