Description
Vizance is looking for an Account Executive to join our team! In this role you will service, retain, and build relationships with existing clients and provide support to Sales Advisors on new and renewal business.
Why Vizance? Vizance has nearly 200 associates in 9 locations throughout Wisconsin and 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! Our success over the past 40+ years has been built by our dedicated associates, and has earned us a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority‑Owned Business Enterprise (MBE).
What You Will Do At Vizance
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
Excellent communication skills
Willingness to obtain Property and Casualty insurance license, upon hire
Bachelor’s Degree (preferred)
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Why Vizance? Vizance has nearly 200 associates in 9 locations throughout Wisconsin and 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! Our success over the past 40+ years has been built by our dedicated associates, and has earned us a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority‑Owned Business Enterprise (MBE).
What You Will Do At Vizance
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
Excellent communication skills
Willingness to obtain Property and Casualty insurance license, upon hire
Bachelor’s Degree (preferred)
#J-18808-Ljbffr