Vizance · 11 hours ago
Commercial Service Advisor
Hartland, WI
Full-time
Onsite
Entry, Mid Level
2+ years expVizance is a leading insurance agency with a strong culture and performance mindset, seeking Client Service Advisors for their Commercial Lines/Risk Management Team. The role involves developing relationships with Risk Management Advisors and clients, managing policy documentation, and collaborating with underwriters to assess client risks.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Hiring Manager
Katie Schulte
Responsibilities
Manage policy documentation, endorsements, and renewals
Collaborate with underwriters to assess and understand clients' unique risks
Work with dedicated sales and service teams to plan and execute client service plans
Qualification
Required
At least 2 years of Commercial Property & Casualty experience, preferably in an insurance agency setting
Wisconsin Property and Casualty Insurance License
Ability to work in a fast-paced environment with attention to detail
Desire to be part of a growing and collaborative team
Enthusiasm, exceptional communication skills, and a strong work ethic
Benefits
Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
401(k) match
Paid Time Off (including your birthday)
Sponsored education opportunities
A supportive team environment that celebrates success
Opportunities for growth
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