23 client manager jobs found in Madison

Regional Sales Leader, Employee Benefits Location: Madison, WI Cottingham & Butler is seeking an Employee Benefits sales leader for our Madison, WI office. As the Sales Manager of our regional office, you will drive profitable growth in employee benefits, spearhead sales initiatives, and deliver exceptional value to our clients. Your leadership will be pivotal in developing a high-performing team that achieves sustained success. Don’t miss your chance to be part of one of the largest and fastest growing insurance brokerages in the nation. Key Responsibilities: Sales Leadership:  Take charge of the regional employee benefits sales efforts, combining marketing, sales, and analytical strategies to cultivate and close business with target customers. Drive new business through hiring, managing, and developing sales executives. Attend sales calls to assist in closing deals and build strong personal relationships with sales producers. Strategic Vision:  Execute and...

Cottingham & Butler is seeking a dedicated and strategic Property & Casualty Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude. Key Responsibilities: Act as primary point of contact for all client-related questions and requests. Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management. Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs. Develop and prepare detailed marketing submissions and proposals for both new and renewal...

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:   This position provides expert-level professional and technical support in the development, installation and maintenance of business systems solutions. Assist management in solution development and system activities. Act as leader on multiple concurrent initiatives of any size, including mentoring staff as needed. Provide a breadth of technical and business expertise,...

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: This position has responsibility for completing assigned legal work for the business of TruStage, focusing primarily on drafting and negotiating commercial transactions documents with strategic vendors and partners. This Position will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work. The position...

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: This position reports to the Chief Investment Officer and leads TruStage Investment Management’s (“TSIM”) external management program and a portfolio of strategic initiatives that expand the investment capabilities of the general account. A central mandate of the role is to build, scale and expand TSIM's external management platform. This includes significantly growing...

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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves to...

The Opportunity Are you a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As an Agile 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...

We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities.  Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction,...

Insurance Placement Specialist  Are you driven by the thrill of closing a deal? Do you thrive on analyzing data and crafting proposals that outshine the competition? If so, Cottingham & Butler has an opportunity that could be your next big win. We’re seeking an experienced Insurance Placement Specialist. In this role, you’ll be the strategic force behind negotiating with insurance carriers to secure the most competitive pricing and coverage for our clients. Your ability to build and leverage strong relationships with underwriters will be key to delivering tailored, high-value solutions. Beyond negotiation, you’ll dive deep into prospective clients’ current insurance programs, uncovering coverage gaps and missed opportunities left by their existing brokers. This is your chance to showcase the strength and precision of the Cottingham & Butler team—not just by telling clients we’re the best, but by proving it through smarter coverage and real savings. Essential...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its...

This position requires a 10–12-week training session in Dubuque, IA initially. Housing would be supplied if needed.  Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to...

We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities.  Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a...

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: This position is responsible for oversight of assigned Program Third Party Administrators (TPA’s) and handling new and existing litigation claims.   Ensure timely and effective application of policies and processes. Accountable for team goals related to customer service and compliance with best practices. Provide claim file direction and assistance with complex claim...

  The Opportunity The Executive Assistant is a highly skilled professional responsible for providing comprehensive support to members of the Executive Leadership Team. The ideal candidate is exceptionally organized, proactive, and capable of serving as a trusted partner and professional representative of executive leadership. This role requires the ability to balance a high level of professionalism, discretion, and confidentiality while contributing to a collaborative and dynamic work environment. The Executive Assistant enhances the effectiveness of executive leaders through proactive planning, relationship management, administrative excellence, and project coordination. Success in this role requires strong judgment, adaptability, attention to detail, and the ability to anticipate needs and manage competing priorities in a fast-paced environment.   How You Will Make an Impact Provide proactive, high-level executive support to members of the Executive Leadership...

We're seeking a high performing, goal driven Powersports and Motorcycle Sales Manager to lead new business growth in our Powersports division. This role focuses on developing and managing relationships with specialty and independent insurance agents as well as affinity groups, driving profitable growth and expanding market presence.   The ideal candidate is a competitive self-starter who thrives working independently, consistently exceeds sales goals, and knows how to build strategic partnerships that deliver results. The exact territory for this role will be decided based on the location of the individual selected for the opportunity.   What You’ll Do   As the Powersports and Motorcycle Sales Manager, you will prospect, develop and maintain motorcycle focused accounts for new business production.  Additionally, you will:   Manage the assigned US territory and/or have areas of responsibility assigned that are countrywide such as new business development of...

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: This position consults with various areas throughout the company on privacy compliance. The position assists business areas and project teams with developing controls for how to use personal information appropriately and in compliance with complex privacy legal requirements. This position is responsible for delivering high quality compliance services to clients....

The Opportunity M3 is seeking a strategic and forward-thinking Director of Financial Planning & Analysis to lead enterprise financial planning, forecasting, performance management, analytics, and finance transformation. This role will partner closely with executive and business leaders to strengthen financial visibility, deliver actionable insights, and support informed decisions across the organization.   The Director will oversee budgeting and forecasting processes, financial modeling, executive reporting, business intelligence, planning technology, and finance modernization. This leader will also develop the FP&A team and foster a culture of accountability, collaboration, innovation, and continuous improvement.   How You Will Make an Impact Lead annual budgeting, rolling forecasts, long-range planning, scenario analysis, and financial modeling Partner with executive and operational leaders to evaluate business performance, financial drivers,...

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 +...

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:   This position is responsible for delivering high quality compliance services to clients. Services include research, analysis and training/education on compliance issues in order to meet our business objectives. This role is also responsible for collaborating, educating and advising our business partners on risk identification and mitigation strategies....