Insurance Account Executive

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.Position eligible for Appleton, Hartland, or Racine.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 VIZANCE1. Lead on Renewal AccountsTake shared responsibility for retaining clientsParticipate in client renewal meetings2. Assist with New BusinessStrategize prospect plans with Sales AdvisorsParticipate in prospect meetingsCollect necessary information for Service team3. Provide Outstanding Client ServiceAnticipate both client and Advisor needsDevelop strong relationships with clientsCommunicate critical issues to Advisors and Service teams4. Follow the Vizance SystemCorrectly follow Vizance workflows and proceduresParticipate in department meetingsMeet with Sales Advisors to discuss upcoming renewals and client questions5. Build and Maintain Partner RelationshipsDevelop strong knowledge of industry, markets, companies, etc.6. Other Duties as AssignedWHAT YOU WILL BRING TO VIZANCE3-5 years of insurance/ risk management experience OR proven experienceExcellent communication skillsWillingness to obtain Property and Casualty insurance license, upon hireBachelor's Degree (preferred)WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE AT VIZANCECompetitive compensation packageComprehensive employee benefits package (medical, dental, vision, life, and disability insurance)401(k) matchPaid Time Off (including your birthday!)Security of working for a stable, independent agency with a defined path for internal successionA supportive team environment that celebrates success

Created: 2025-02-09