10 client relationship manager employee benefits jobs found in Madison

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $5,000 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Position Schedule / Shift: Monday - Friday 8:30 am – 5:30 pm Position Summary Full-time | W‑2 | Base Pay + Incentives +...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join our growing team in Madison, WI.   The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure.   How You Will Contribute: Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld  Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic)  Builds...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join our growing team in Madison, WI.   The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure.   How You Will Contribute: Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld  Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic)  Builds...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The role of Senior Counsel is for a legal professional who will be responsible for utilizing legal expertise to advise the activities of all levels of management, including all those who are conducting company business. A successful individual filling this Senior Counsel role will effectively build partnerships with business customers, have solid leadership skills and...

The Opportunity Our Marketing Internship Program offers hands-on experience supporting marketing, communications, and promotional initiatives in a mission-driven organization. This role provides exposure to content creation, digital and social media marketing, event promotion, market research, marketing analytics, and project coordination. The intern will gain practical experience developing marketing materials, supporting campaigns and events, gathering audience insights, and helping track the effectiveness of marketing efforts while building relationships with professionals across the organization.   How You Will Make an Impact Gain real-world experience supporting marketing and communications initiatives Assist with creating and editing content for email, social media, web, and promotional materials Support event, program, and organizational initiative marketing efforts Help manage social media scheduling and digital marketing activities Conduct...

This opportunity is for an organized and motivated individual with excellent communication skills, great attention to detail, at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Assistant Account Managers to build lasting client relationships and develop professionally. Essential functions of the position include, but are not limited to:  Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage Assisting clients with loss claims and following up as needed based on workflow Making pre-renewal calls to clients, and providing client education as needed Obtaining information requested by the insurance carrier underwriter Preparing Auto ID cards,...

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 Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...

  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...

  The Opportunity Are you a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As a Delivery Manager in our Digital department, you'll be at the forefront of planning, coordinating, and overseeing the successful delivery of digital products and technology solutions. This role offers an exciting combination of strategic planning, cross-functional collaboration, and hands-on delivery management, making it an ideal opportunity for experienced professionals looking to make a transformative impact in product delivery operations.   How You Will Make an Impact Take ownership of day-to-day delivery and operational execution, actively managing sprint and delivery activities while partnering closely with Product Managers to ensure seamless product delivery Drive performance excellence through detailed delivery planning, release scheduling, and continuous process improvement across cross-functional teams...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...