7 client relationship manager jobs found in Waukesha, WI

What You’ll Do As an Account Manager II, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees) Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Mentor and support Account Manager I team members Work...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

Are you an experienced insurance professional ready to elevate your career in an environment that values growth, innovation, and work-life balance? R&R Insurance Services, one of Wisconsin’s largest independent agencies, is looking for an Experienced Commercial Lines Account Manager to join our award-winning team. If you’re looking for a place that provides both professional development and a supportive, dynamic workplace, R&R could be the next great chapter in your career. At R&R, we don’t just fill positions—we build careers. We provide the tools, the mentorship, and the opportunities for you to take your skills to the next level. If you're ready for a workplace that feels like a community and a team that values your contributions, we want to hear from you. What You’ll Do As a Commercial Lines Account Manager, you will leverage your experience and work directly with clients to provide top-tier service while supporting the Commercial Lines department. In this...

What You’ll Do Build and grow a profitable Employee Benefits book of business through consultative, relationship-based selling Develop trusted advisor relationships with business owners, HR leaders, and executive decision-makers Prospect strategically through networking, referrals, centers of influence, and targeted outreach Deliver customized benefit strategies across medical, dental, vision, life, disability, and ancillary lines Lead client conversations around plan design, cost containment, compliance, and employee engagement Collaborate closely with internal service, analytics, and consulting teams to deliver a high-touch client experience Represent R&R in the marketplace as a knowledgeable, credible Employee Benefits expert What Sets You Apart Experience selling Employee Benefits in an agency, brokerage, or consulting environment Strong sales instincts paired with a consultative, relationship-first approach Ability to communicate complex...

Responsibilities The Vice President of Commercial Lines Service is responsible for the overall leadership, strategy, and performance of R&R’s Commercial Lines Service organization. This role partners closely with Commercial Sales leadership and executive leadership to ensure a scalable, efficient, and client-focused service model. Key responsibilities include: Provide strategic leadership and direction for the Commercial Lines Service Team, supporting continued growth and operational excellence Lead, mentor, and develop service leadership and team members, with a strong focus on talent development, engagement, and retention Evaluate and refine business processes to improve efficiency, consistency, and client experience Drive initiatives related to workflow optimization, technology adoption, and service delivery improvements Partner with Commercial Sales leadership to support new business growth while maintaining high service standards Oversee hiring,...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

Sales Executive – Unlock Your Potential at R&R Insurance Services Whether you’re experienced in Commercial Insurance, Employee Benefits, or Personal Lines—or ready to break into the industry with the right tools and mentorship—this is your chance to build a successful career with one of the largest and most respected independent insurance agencies in the Midwest. What You’ll Do: Build and cultivate meaningful relationships with new prospects and referral sources, fostering long-term trust and credibility. Drive business growth by prospecting, networking, and generating leads in your target market. Deliver tailored, consultative insurance solutions that align with client needs and long-term goals. Manage and expand your book of business with a focus on building sustainable, trust-based client relationships. Develop and present customized insurance and risk management strategies for clients, collaborating with internal teams to ensure exceptional service...