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Madison client relationship manager

24 client relationship manager jobs found in Madison

Hilb Group
02/20/2026  
Personal Lines Account Manager
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Madison, AL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business Handle billing, service and endorsement requests and process necessary paperwork associated with requested Act as liaison between customer...
Hilb Group Madison, AL Full Time
M3 Insurance
06/12/2026  
Risk Manager
  The Opportunity Are you a dynamic risk management professional ready to make a meaningful impact for clients in the Construction and Real Estate industries? As a Risk Manager at M3, you'll be at the forefront of client safety and cost containment strategy, partnering with Client Executives in our Construction and Real Estate practice group to deliver high-quality risk management services. This role offers an exciting blend of analytical expertise, client consulting, and relationship building - making it an ideal opportunity for driven professionals looking to shape real outcomes for middle and large market clients in these dynamic industries.   How You Will Make an Impact Drive cost containment strategies for a portfolio of 25–30 clients, developing and executing customized service plans with clear objectives and industry benchmarks. Consult directly with clients on overall risk management programs, safety initiatives, and regulatory compliance specific...
M3 Insurance Madison, WI Full Time
Ansay & Associates
06/18/2026  
Personal Lines Account Manager
This opportunity is for a motivated individual with 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 Account Managers to build lasting client relationships and develop professionally. This opportunity is based in our Appleton or Oshkosh  office. Essential functions of this 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, Evidence of...
Ansay & Associates Madison, WI Full Time
TruStage
06/14/2026  
Creative Execution Lead (Hybrid: Madison, WI)
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 Director, Creative Services and this role is responsible for executing and overseeing tier 2 creative projects for the creative services team.  This role involves managing the production and delivery of creative assets, ensuring they meet brand guidelines and project objectives. This position collaborates closely with the senior creative...
TruStage Madison, WI Full Time
TruStage
06/03/2026  
Treasury Analyst III (Hybrid)
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 Description Responsible for providing analysis and insight as it relates to assigned customer business needs. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing Manager and Director level customers. This position is responsible for providing comprehensive support to a broad customer group. Job...
TruStage Madison, WI Full Time
AAA - Auto Club Group (ACG)
06/01/2026  
Insurance Sales Agent - Madison
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Insurance Sales Agent AAA – The Auto Club Group | Madison, WI Full ‑ time | W ‑ 2 | Base Pay + Incentives + Full Benefits $5,000 Signing Bonus for new hires **To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application** Looking to build a stable sales career with real benefits? Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent- no insurance background required   If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the...
AAA - Auto Club Group (ACG) Madison, WI Full Time
TruStage
05/29/2026  
Compensation Consultant (Hybrid - Madison, WI or Waverly, IA)
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 senior/advanced level compensation consulting, design, development, and administration to multiple, highly complex, diverse client areas under minimal direction. This position collaborates and consults with HR partners and business leaders to develop effective solutions in the following areas: job design, analysis and evaluation, sales incentive...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Lead, L&D Program Mgmt & Delivery Specialist (Hybrid)
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 Lead, L&D Program Mgmt & Delivery Specialist delivers and administers high quality and effective learning for participants and internal customers through our TruStage classes and learning programs.  This individual will have the ability to develop and maintain productive relationships with the wider L&D team, internal organization clients, vendors, and...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Associate Regional Sales Consultant - Retirement Plans
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 will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Commercial P&C Product Support Consultant (Hybrid)
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   The   Commercial P&C Solutions team   is responsible for management and growth of our Commercial Property & Casualty insurance business .   This position is responsible for the execution of strategic and functional activities   for the team , including   strategic   initiatives   and process improvement projects . This role will focus on identification,...
TruStage Madison, WI Full Time
M3 Insurance
05/27/2026  
Retirement Plan Manager II
  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...
M3 Insurance Madison, WI Full Time
M3 Insurance
05/27/2026  
Property & Casualty Operations Manager
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As a Property & Casualty Operations Manager at M3, you'll be at the forefront of our P&C Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of P&C Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical and professional expertise. Design and implement workflow procedures...
M3 Insurance Madison, WI Full Time
AAA - Auto Club Group (ACG)
05/24/2026  
Insurance Sales Agent - Madison, WI
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $5,000 Signing Bonus for new hires **To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application** AAA – The Auto Club Group | Madison, WI Full‑time | W‑2 | Base Pay + Incentives + Full Benefits Looking to build a stable sales career with real benefits? Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent- no insurance background required   If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and...
AAA - Auto Club Group (ACG) Madison, WI Full Time
Cottingham & Butler
05/13/2026  
Employee Benefits Client Consultant
A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...
Cottingham & Butler Madison, WI
TruStage
05/05/2026  
External Reporting Accountant (Hybrid)
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: Responsible for analyzing and interpreting past and future business performance through financial reporting. Communicate findings and impacts effectively to customers and management. This position is responsible for providing comprehensive support to a broad customer group and has an aptitude for learning new technologies and applying them to improve processes within...
TruStage Madison, WI Full Time
AAA - Auto Club Group (ACG)
05/03/2026  
Insurance Sales Agent - Madison
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Insurance Sales Agent AAA – The Auto Club Group | Madison, WI Full ‑ time | W ‑ 2 | Base Pay + Incentives + Full Benefits $5,000 Signing Bonus for new hires **To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application** AAA – The Auto Club Group | Madison, WI Full‑time | W‑2 | Base Pay + Incentives + Full Benefits Looking to build a stable sales career with real benefits? Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent- no insurance background required   If you enjoy...
AAA - Auto Club Group (ACG) Madison, WI Full Time
TruStage
04/11/2026  
Paralegal/Law Specialist (Hybrid)
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 This job family consists of three levels of Law Specialists assigned to the Office of General Counsel. The three levels are distinguished by leadership skills, substantive experience, the degree of independent discretion and responsibility, proficiency within a defined legal specialty or process, complexity and risk of assigned...
TruStage Madison, WI Full Time
Cottingham & Butler
02/17/2026  
Insurance Placement Specialist
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 Madison, WI
M3 Insurance
02/13/2026  
Delivery Manager
  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...
M3 Insurance Madison, WI Full Time
Holmes Murphy
12/28/2025  
Sr. Client Service Consultant, PC
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...
Holmes Murphy Madison, WI Full Time

 

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