36 relationship manager jobs found in Madison

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...

  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...

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...

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...

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 the first-level, limited term position (18-24 months) as part of our broader Sales Development Program designed to train and prepare individuals for broader sales roles. This position supports sales efforts through coordination, customer care, and learning sales processes under the guidance of a Sales Manager. The individual develops core...

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 an E nvironmental and Energy Broker . to join our growing team in Madison, WI. The E nvironmental and Energy Broker . drives growth and retention by managing broker and carrier relationships, servicing a current book of business, developing new market opportunities, mentoring team members, and ensuring compliance and confidentiality while delivering exceptional customer service. How You Will Contribute:   Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Ensure compliance with government agencies and...

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 an   Associate Broker   to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by ensuring the completion of...

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...

Sentry’s HR Specialists serve as the key HR representative in the field office in which they are located. This role will be located at our Middleton, WI office location in a hybrid work model. The HR Specialist provides support and guidance to Sentry managers and associates across a range of areas such as associate relations and talent acquisition. What You'll Do As an HR Specialist, you will: Coach and guide managers in assessing need for and developing associate-related communications, including corrective action documentation. Engage and meet with business unit leaders and associates developing relationships, trust and engagement.  Serve as an on-site conduit for multiple HR and Corporate departments.  Coordinate the termination process and serve as a point of contact for terminated associates. Coordinate the employee exit process, conduct exit interviews, and provide critical information and input into termination decisions.  Review initial complaints,...

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...

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:     Leads a high-performing team of brand engagement consultants and/or specialists responsible for designing,  planning  and delivering impactful brand experience engagements and activities (hosted or attended by TruStage) that strengthen relationships, advance enterprise priorities,  facilitate  business outcomes and elevate the brand. This role combines...

In this role, you will work hand in hand with Business partners to document and file our products with state DOIs, as well as to help build systematic underwriting rules. As one of the largest mutual insurance companies in the US, Sentry is committed to offering coverage at a competitive price and providing outstanding service and support. To offer our customers competitive products and outstanding service it takes an effective team. A Personal Lines Product Analyst is a key part of the team in our Madison, WI or Stevens Point, WI office. This is a great opportunity to start or grow your career, while taking on new challenges to develop professionally. Bring your strong curiosity, multi-tasking skills and a “can do” attitude to this opportunity. This position can be filled as a Product Analyst or Associate Product Analyst based on the selected candidate’s related skills and experience. This position will be located at our office in Madison, WI in a hybrid work model and...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to develop, implement and execute appropriate change strategies to support strategic transformational initiatives and programs of work. Location: Madison, Wisconsin; Chicago, Illinois; Atlanta, Georgia; New York City, New York Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week. The salary range for this role is: $130,500.00 - $245,500.00 Your New Role Establish, lead, and mature an enterprise Change Management practice, including defining the strategic direction, operating model, and service offerings for change across the organization. Develop and maintain enterprise change management policies, methodologies, processes, standards, templates, and tools that enable scalable and consistent application. Lead and manage the Business Change & Support Team to align resources with...

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...

Overview The primary location for this position is in or near Madison, Wisconsin.   This position is based out of your home with a company-provided vehicle for travel to the claim sites. Grinnell Mutual employees and their family members enjoy a comprehensive health benefits package that reduces premiums for commitment to a healthy lifestyle, along with a full suite of disability and life insurance and a 401(k) program with a company match. Property Claims Adjusters receive a one-time home office reimbursement up to $1,000 to set up their remote home office and monthly internet expenses paid by the company. Grinnell Mutual offers a flexible work environment and paid holidays where the office is closed. Please note that candidates must be eligible to work in the U.S. without Grinnell Mutual sponsorship.    This position may be filled at the level equal to the individual's qualifications and experience. The Reinsurance Adjusting Program provides in-depth...

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...

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...

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,...

  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 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...