Personal Insurance Advisor

Identify and qualify prospects by evaluating insurance needs, identifying coverage gaps, and assessing risk exposures. Develop and present personalized insurance proposals that address client needs and ensure complete, accurate documentation. Educate clients on policy options, coverages, exclusions, and exposures to help them make informed decisions. Process documentation and correspondence per agency standards, ensuring accuracy in client records, certificates, cancellations, and ID cards. Maintain compliance and accuracy by thoroughly documenting all coverage discussions, quotes, and policy changes in the agency management system. Deliver outstanding customer service by anticipating client needs, building trust, and maintaining positive relationships with clients, carriers, and colleagues. Collaborate with internal and carrier partners to ensure efficient, timely service and a consistent client experience. Requires a valid Wisconsin Property and Casualty Insurance License, minimum 3 years of recent experience in Personal Lines account management or sales, and proficiency in office software and technology.