Client Service Advisor – Commercial Lines

🔥 0 minutes ago

🧀 Wisconsin – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

Where this job comes from

Posted on Vizance's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Vizance

Vizance

201 - 500 employees

Founded 1978

🛡️ Insurance

🤝 B2B

💰 $85M Debt on 2024-09

Insurance • B2B

Vizance is an insurance agency focused on providing commercial/business insurance and risk-management services. The company emphasizes client partnership, offering vision, guidance and advisory services beyond coverage and rates. The website references business insurance, claims support, HR & Safety portals, client portals and financial-services-related content, indicating a focus on serving business clients with insurance, claims and safety/HR support.

📋 Description

• Manage day-to-day accounts for small to mid-sized clients • Develop ongoing client relationships • Support and facilitate sales, policy changes, and claims • Promote customer retention through business-to-business relationships • Review current coverage and recommend changes in coverage and markets as needed at each service contract • Remarket accounts as needed • Secure quotes for new business opportunities • Maintain orderly electronic files and information in accordance with agency standards • Verify policy accuracy and coverage adequacy, requesting changes to correct errors as needed • Stay informed about industry developments, new products, coverages, and technology

🎯 Requirements

• Current Property & Casualty license (or ability to obtain in the first 60 days of employment) • Well versed and has general knowledge of standard concepts, practices, and procedures in the insurance industry

🏖️ Benefits

• Competitive compensation package — salary + quarterly incentives • Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance) • 401(k) match • Paid Time Off • Security of working for a stable, independent agency with a defined path for internal succession • A supportive team environment that celebrates success

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