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Waukesha private client relationship manager Wisconsin

1 private client relationship manager jobs found in Waukesha, WI

R&R Insurance
01/12/2026  
Employee Benefits Account Manager
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...
R&R Insurance Waukesha, WI, USA Full Time

 

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