3 private client relationship manager jobs found in De Pere, WI

The Opportunity Are you dedicated to providing exceptional customer service and maintaining strong client relationships? M3 is seeking a skilled Personal Lines Client Manager to support our Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts. As a Personal Lines Client Manager, you will leverage your insurance knowledge and professional communication skills to assist clients, maintain relationships, and ensure a high level of client satisfaction. You will work closely with the Client Executive and other M3 staff to achieve this.   How You Will Make an Impact Lead service on assigned book(s) of business by organizing internal resources as appropriate. Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing. Work with Client Executive(s) and underwriters on new business and renewals. Assist in cross-selling by...

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership. Act as...

The Opportunity Are you passionate about providing exceptional client service and ensuring data accuracy? Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our Employee Benefits (EB) Department! In this dynamic position, you'll collaborate closely with service and sales teams, utilizing your organizational prowess to maintain client satisfaction and data integrity. If you thrive in a fast-paced environment where your attention to detail and dedication makes a real impact, we want to hear from you!   How You Will Make an Impact Provide invaluable support to EB service and sales teams, fostering strong client relationships Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information Offer project assistance to Client Managers, contributing to the...