Risk Management Client Technical Advisor at Vizance
Green Bay, Wisconsin, United States -
Full Time


Start Date

Immediate

Expiry Date

28 May, 26

Salary

0.0

Posted On

27 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Policy Review, Change Processing, Proposal Creation, Renewal Processing, Data Entry, Presentation Assembly, Office Duties, Account Management, Detail-Oriented

Industry

Insurance

Description
Description Vizance is adding a Client Technical Advisor to our Risk Management team in Green Bay or Appleton. This is a great opportunity for someone seeking a new career in a thriving industry and growing company! Recent college grads encouraged to apply! WHY JOIN VIZANCE? Vizance is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies – on purpose! Vizance has earned a number of awards, including Top Workplaces (6 years in a row!), Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE). WHAT YOU WILL DO AT VIZANCE Provide outstanding customer service to our business insurance clients Review policies and process changes Create business proposals and process renewals Data entry and clean up Assemble presentation materials Assist with general office duties. This position includes opportunities to advance to the Client Service Advisor role, and provide Account Management for our business clients. WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance 401(k) match Paid Time Off (including your birthday) Paid volunteer hours Coaching program Sponsored education opportunities A supportive team environment that celebrates success 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 Customer service mindset Willingness to obtain Wisconsin Insurance license (expenses paid by Vizance) Deadline-driven and detail-oriented personality Great attitude and excitement for joining a growing company Comfortable working in-office M-F

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Responsibilities
The role involves providing outstanding customer service to business insurance clients, which includes reviewing policies, processing changes, creating business proposals, and handling renewals. Additionally, the advisor will be responsible for data entry, cleaning up data, and assembling presentation materials.
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