Personal Insurance Advisor

Job overview

The Personal Insurance Advisor role is onsite in Franklin, WI, and compensation is not specified. The position supports Fuerst Insurance Services, an independent agency providing auto, home, and business coverage across Wisconsin and emphasizing trusted, educational client relationships. The advisor evaluates personal insurance needs, develops tailored proposals, and serves preferred home, auto, and umbrella accounts. The role contributes by helping clients understand coverage and make informed decisions while maintaining accurate documentation, compliance, and strong relationships with clients, carriers, and colleagues.

What you'll do

• Identify and qualify prospects
• evaluate insurance needs, coverage gaps, and risk exposures
• develop and present personalized proposals
• educate clients on policy options, coverage, exclusions, and exposures
• process documentation and correspondence
• document discussions, quotes, and policy changes in the agency management system
• and coordinate with clients, carriers, and colleagues to provide timely service.

What we're looking for

Skills & competencies

personal insurance advisor

franklin wi

bwo insurance

fuerst insurance services

personal lines

home insurance

auto insurance

umbrella coverage

client education

insurance proposals

wisconsin p&c license

Work arrangement

• Weekend coverage required

Why this role

Requires a valid Wisconsin Property and Casualty Insurance License and at least three years of recent personal lines account management or sales experience.

About the employer

BWO Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.