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Full Time agency success manager Wisconsin

50 agency success manager jobs found

M3 Insurance
06/24/2026  
Property and Casualty Client Manager
The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...
M3 Insurance 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
M3 Insurance
06/12/2026  
Personal Lines Client Manager
The Opportunity Are you dedicated to providing exceptional customer service and maintaining strong client relationships? M3 is seeking a skilled Personal Lines Client Manager to support our Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts. As a Personal Lines Client Manager, you will leverage your insurance knowledge and professional communication skills to assist clients, maintain relationships, and ensure a high level of client satisfaction. You will work closely with the Client Executive and other M3 staff to achieve this.   How You Will Make an Impact Lead service on assigned book(s) of business by organizing internal resources as appropriate. Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing. Work with Client Executive(s) and underwriters on new business and renewals. Assist in cross-selling by...
M3 Insurance De Pere, 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
Ansay & Associates
05/18/2026  
Small Commercial Lines Senior Account Manager
Position Summary At Ansay & Associates, we know Small Commercial insurance is about more than policies — it’s about protecting the businesses that keep our communities moving. CORE is our dedicated Small Business team, focused on delivering responsive, relationship-driven service while creating a collaborative and energetic team environment.   The Small Commercial Senior Account Manager – CORE is a key contributor and trusted resource for both clients and teammates. This role combines strong account management expertise with mentorship, problem-solving, and operational support. You’ll work closely with Producers, leadership, and carrier partners to deliver exceptional service, support team growth, and help drive the continued success of CORE.   We’re looking for someone who brings commercial insurance knowledge, a positive “let’s figure it out” mindset, and a passion for helping clients and teammates succeed. If you enjoy building relationships, solving problems, and...
Ansay & Associates Port Washington, WI Full Time
Acuity Insurance
05/13/2026  
General Manager - Personal Lines Underwriting
Acuity is seeking a General Manager – Personal Lines Underwriting to oversee the strategic direction, management, and growth of the personal lines department. This role leads and coaches a group of Managers to ensure the integrity of underwriting processes while maintaining high levels of productivity. The GM reviews results across each state in comparison to Acuity’s overall performance and proactively addresses any concerns, while also performing routine evaluations of workloads to ensure balance within the department. The position collaborates closely with other departments to stay informed on market developments, implement procedural changes, and support the organization’s overall goals. Additionally, this role assists in the development and monitoring of departmental budgets. Internal deadline to apply: May 27th, 2026 ESSENTIAL RESPONSIBILITIES:   Serve as a key stakeholder in the Personal Lines space, collaborating with cross-functional departments to provide...
Acuity Insurance Sheboygan, WI Full Time
M3 Insurance
05/04/2026  
Employee Benefits Client Manager
The Opportunity Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team.  gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service. Organize workflow, schedule appointments, and...
M3 Insurance Wauwatosa, WI Full Time
Acrisure
05/03/2026  
Benefits Account Manager
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 Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables...
Acrisure New Berlin, WI Full Time
R&R Insurance
03/31/2026  
Personal Lines Account Manager
Personal Lines Account Manager R&R Insurance – Waukesha, WI Are you a Personal Lines professional who enjoys building relationships, managing a book of business, and helping clients truly understand their coverage? R&R Insurance is looking for an experienced Personal Lines Account Manager to join our growing team. This is a client-facing role where you’ll manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs. You’ll play a key role in delivering the high-touch service experience R&R is known for while continuing to grow your technical expertise and industry knowledge. What You’ll Do Manage and service a personal lines book of business, building strong client relationships Serve as a primary point of contact for client questions, coverage reviews, and policy changes Process endorsements, renewals, cancellations, and applications with carrier partners Review policies with...
R&R Insurance Waukesha, WI Full Time
M3 Insurance
01/12/2026  
Operations Manager - Employee Benefits
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits 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 Employee Benefits 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 expertise. Design and implement workflow procedures...
M3 Insurance Wauwatosa, WI Full Time
Acrisure
09/08/2025  
Account Executive, Commercial Lines
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 22 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 growing a portfolio of...
Acrisure New Berlin, WI Full Time
NGL - National Guardian Life Insurance Company
06/26/2026  
Agent Solutions Coordinator (Hybrid - In Office 10 days/Month)
We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...
NGL - National Guardian Life Insurance Company Madison, WI Full Time
Brown & Brown
06/25/2026  
Associate (Environmental and Energy) Broker
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 (Environmental and Energy) Broke r  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...
Brown & Brown Madison, WI Full Time
Brown & Brown
06/25/2026  
Senior Associate (Environmental and Energy) Broker
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 a   Senior Associate (Environmental and Energy) 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....
Brown & Brown Madison, WI Full Time
M3 Insurance
06/24/2026  
Property and Casualty Client Specialist
  The Opportunity As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication. Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail-oriented communicator who thrives in fast-paced settings, join us and be at the forefront of shaping exceptional client experiences!   How You Will Make an Impact Provide support to our Property and Casualty service and sales teams. Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction. Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards. Navigate our...
M3 Insurance Wauwatosa, WI Full Time
R&R Insurance
06/24/2026  
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
Bridge Specialty Group
06/24/2026  
Associate (Environmental and Energy) Broker
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 (Environmental and Energy) Broke r  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...
Bridge Specialty Group Madison, WI Full Time
AAA - Auto Club Group (ACG)
06/23/2026  
Insurance Sales Agent - Waukesha
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:   Job Description Insurance Sales Agent AAA – The Auto Club Group | Madison, WI Full ‑ time | W ‑ 2 | Base Pay + Incentives + Full Benefits $2,500 Signing Bonus for new hires 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 support to help you succeed Why This Role Works for Many Candidates Reliable base pay plus performance incentives —earn more as you grow Full benefits...
AAA - Auto Club Group (ACG) Waukesha, WI Full Time
Sentry
06/19/2026  
Digital Media Specialist
Sentry is seeking a highly motivated and results-oriented Digital Paid Media Specialist to join our performance-driven paid media team. In this role, you will play a critical part in driving the success of our B2B e-commerce business line by managing and optimizing paid media campaigns across various digital channels. What You'll Do As a Digital Media Specialist, you will: Lead the launch, execution, and optimization of strategically planned paid media campaigns specifically for our B2B e-commerce business line.  Manage and optimize campaigns across a diverse range of channels, including paid search (e.g., Google Ads, Bing Ads), paid social (e.g., LinkedIn, Facebook, X), and programmatic advertising platforms.  Continuously monitor, analyze, and report on campaign metrics and performance, identifying trends and opportunities for improvement.  Conduct A/B testing and other experimentation to refine campaign strategies and maximize ROI.  Collaborate closely with...
Sentry Stevens Point, WI Full Time

 

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