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Full Time advisor Wisconsin

52 advisor jobs found

Ansay & Associates
03/25/2026  
Commercial Insurance Advisor
Are you a driven, relationship-focused professional looking for an opportunity to make a real impact in the business community? Do you thrive in a fast-paced, consultative sales environment where your expertise and solutions help businesses succeed? At Ansay & Associates , we are an award-winning insurance agency recognized as one of the Nation’s Best and Brightest Places to Work. As we continue to grow, we’re seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What You’ll Do: ✔ Consult & Advise – Act as a trusted advisor to business owners, identifying their unique risks and providing tailored insurance solutions. ✔ Develop New Business – Leverage your network, referrals, and prospecting skills to connect with potential clients and drive growth. ✔ Deliver The Ansay Approach – Utilize our proven, relationship-driven sales process to differentiate...
Ansay & Associates Port Washington, WI Full Time
Huntington
12/12/2025  
HFA Financial Advisor Senior - Branch
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales...
Huntington Elm Grove, WI Full Time
Jewelers Mutual
06/12/2026  
Director, Policy Administration Solutions
Summary The Director, Policy Administration Solutions, is responsible for the delivery of robust, and scalable solutions needed to run our company with operational excellence and flexibility. The key areas of focus are policy, claims, billing, customer care, document management, and imaging – both on JM’s paper and our partners via the General Agency.  A passion for people focused leadership while levering new disruptive technologies like AI will be key to driving success. The Director partners closely with business leaders to map out strategy, develop plans and deploy new or enhanced products and/or services. The leader must be passionate about creating dependable, open, and agile solutions levering AI, automation, reusable components, and data analytics. The Policy Administration systems will be part of our platform ecosystem and will be leveraged in agreed upon architecture patterns. Beyond tight business relationships, the leader will work closely with Technology peers...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/11/2026  
CL Service Center Rep II
Summary The Service Center Representative II evaluates and classifies insurance applications, accepts or rejects applications, provides risk management advice and information, determines final premiums for insurance accounts, and provides timely and courteous customer service.   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. What You'll Do...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/10/2026  
Product Analyst II
Summary   Product Analyst II is responsible for product development and maintenance including identifying trends in product experience and making appropriate recommendations. This role will have a focus on compliance ensuring regulatory compliance primarily in insurance policy form development, form and rate filing, and other regulatory compliance areas such a service contract filings. Assist in the administration and development of company products, systems, and reports in such a manner to support the specialized protection and financial security provided to our customers.   Why Jewelers Mutual  Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/10/2026  
Financial Analyst
Summary This role is responsible for providing business partners, JM management teams and senior leaders in the organization financial analysis and information needed to make operational, financial, and strategic decisions. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking,...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/10/2026  
Jeweler Solutions Manager
Summary The Jeweler Solutions Manager serves as the operational owner of assigned programs, responsible for monitoring program performance, maintaining profitability, and ensuring overall program health. This role manages the day-to-day execution and performance of programs while identifying opportunities to improve operational efficiency, customer experience, and financial results. The position works closely with P&L leadership, Product Management, Relationship Management, Legal, and Sales to evaluate program performance trends and coordinate adjustments needed to support program sustainability and growth. The role provides indirect leadership by coordinating cross-functional efforts and driving program initiatives that support overall business objectives. The Jeweler Solutions Manager plays a key role in ensuring programs remain competitive, financially sound, and operationally effective. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/10/2026  
Finance Information System Analyst
Summary The Finance Information Systems Analyst at Jewelers Mutual serves as a key partner to Accounting, Finance, and Technology teams by supporting and enhancing financial systems that enable accurate reporting, efficient processes, and strong data integrity. This role is responsible for analyzing business needs, maintaining finance-related applications, troubleshooting system issues, and helping drive continuous improvement across financial operations. The position combines accounting knowledge, systems expertise, and cross-functional collaboration to ensure financial technology solutions align with business objectives and operational requirements. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
06/02/2026  
Part Time Grounds Crew
Summary Jewelers Mutual is seeking a dedicated and hardworking Grounds Crew Temp to join our Facilities team. This role is responsible for the upkeep and beautification of the campus grounds through landscaping, lawn care, and general exterior maintenance. The ideal candidate is reliable, takes pride in outdoor work, and is comfortable operating various tools and equipment. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people,...
Jewelers Mutual Neenah, WI Full Time
Acrisure
06/01/2026  
Senior Employee Benefits Account Executive
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.    Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   nearly $ 5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...
Acrisure New Berlin, WI Full Time
Jewelers Mutual
05/29/2026  
PL Underwriting Assistant
Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk.  Provides follow-up as necessary.  Consistently meets expectations for quality, accuracy, and timeliness.  Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products,...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
05/15/2026  
Product Manager II
Summary The Product Manager II supports product management and product analytics for Jewelers Mutual by helping identify trends in product experience, financial and operational performance, and market/competitor dynamics. This role translates data into clear insights and recommendations that improve profitability, customer value, regulatory compliance, and operational execution. The Product Manager II is a developing subject matter expert who contributes to cross-functional product initiatives, filings, and enterprise projects under guidance from senior product leaders.   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we...
Jewelers Mutual Neenah, WI Full Time
Jewelers Mutual
05/13/2026  
Client Service Representative
Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most...
Jewelers Mutual Neenah, WI Full Time
QBE
05/03/2026  
Transformation Lead
Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to be a trusted advisor to plan and implement the strategic transformation agenda through thought leadership and external perspectives in order to solve business problems. It also involves leveraging and scaling out the local transformation governance framework to support the broader transformation agenda. •        Location: Madison, WI •        Work Arrangement: hybrid working expectations •         The starting salary for this role is between $130,500.00 and $195,500.00 Your new role Partner to one of more business functions to become the trusted advisor for solving business problems. Plan and implement the strategic transformation agenda for the local market, shaping key initiatives and partnering with technology teams to deliver initiatives and working with business stakeholders to drive and embed change​. Provide...
QBE Madison, WI Full Time
Jewelers Mutual
04/10/2026  
Account Manager - Strategic Partners
Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our strategic business partners. The Account Manager is responsible for strategizing and delivering personalized approaches to drive results across key performance indicators in support of organizational business plans, while balancing incoming partner requests. Critical functions within this role include onboarding new partners expediently and efficiently, cultivating strong relationships that drive engagement and sales growth, and training partner organizations to promote our insurance products effectively and compliantly. This position works closely with Business Development, Operations and P&L leadership to appropriately influence the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially...
Jewelers Mutual Neenah, WI Full Time
Risk Strategies
03/24/2026  
Senior Account Executive, Employee Benefits
The Senior Account Executive serves as a trusted advisor to clients, managing day-to-day relationships while developing and executing effective employee benefits strategies. This role acts as the primary client contact, delivering expert guidance across medical, life, disability, and ancillary benefit plans. In addition to leading client strategy, the Senior Account Executive oversees account execution by reviewing work, delegating responsibilities, and ensuring timely, accurate deliverables. The role also drives revenue growth through client expansion and supports new business development alongside producers and internal teams. The ideal candidate brings deep knowledge of employer-sponsored health and welfare plans, along with a strong understanding of federal and state regulations, and thrives in a fast-paced, growth-focused environment at a top insurance brokerage firm. Your Impact: Serve as a subject matter expert in Health & Welfare benefits, including...
Risk Strategies Green Bay, WI Full Time
Risk Strategies
03/10/2026  
Account Manager, Employee Benefits
Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work. You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel. Your...
Risk Strategies Mount Pleasant, WI Full Time
Acrisure
02/22/2026  
Account Executive
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and...
Acrisure New Berlin, WI Full Time
R&R Insurance
02/10/2026  
Employee Benefits Sales Executive
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...
R&R Insurance Waukesha, WI Full Time
Risk Strategies
01/30/2026  
Account Manager, Private Client
The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...
Risk Strategies Green Bay, WI Full Time

 

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