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Insurance Account Manager

2 months ago

Hartland, Wisconsin, United States Vizance Full time
Job Opportunity at Vizance

Job Summary:

Vizance is seeking a highly skilled Account Executive to join our team. As an Account Executive, you will play a crucial role in acquiring new clients, servicing existing ones, and building strong relationships with our clients and Sales Advisors.

About Vizance:

Vizance is a leading insurance agency with a strong presence in Wisconsin and a reputation for excellence in the industry. We are proud to be a Minority-Owned Business Enterprise (MBE) and have received numerous awards for our commitment to our associates and the community.

Key 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:

What You Will Enjoy About Being an Associate at Vizance:

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

Requirements:

  • 3-5 years of insurance/ risk management experience OR proven experience working in construction safety or real estate
  • Excellent communication skills
  • Willingness to obtain Property and Casualty insurance license, upon hire
  • Bachelor's Degree (preferred)