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Full Time portfolio manager Wisconsin

20 portfolio manager jobs found

SECURA Insurance Companies
09/03/2026  
Manager - Commercial Lines Underwriting
DESCRIPTION: The Commercial Lines Manager is responsible for providing department-wide leadership for workflow improvement, operational efficiency, and underwriting quality governance across Commercial Lines. Reporting to the Vice President of Commercial Lines, this role supports all Commercial Lines Director teams and serves as a key leader in driving process modernization, increasing organizational capacity, and improving the underwriting experience for associates and agency partners.   A primary focus of this position is identifying, prioritizing, developing, and implementing workflow improvement initiatives that enhance efficiency, consistency, quality, and scalability across the Commercial Lines organization. The Manager collaborates with leaders across the department to streamline processes, eliminate inefficiencies, leverage automation opportunities, and improve overall underwriting effectiveness. In addition, the Commercial Lines Manager is responsible...
SECURA Insurance Companies Neenah, WI Full Time
SECURA Insurance Companies
09/03/2026  
Director Commercial Lines Underwriting
DESCRIPTION:  The Commercial Lines Director is responsible for leading an underwriting territory to achieve profitable growth, retention, underwriting excellence, and agency satisfaction. Reporting to the Vice President of Commercial Lines, this role is accountable for portfolio performance, agency management, talent development, and successful execution of departmental strategies. The Director partners closely with the Commercial Lines Manager and other business leaders to drive underwriting consistency, operational effectiveness, and continuous improvement while ensuring strong agency relationships and exceptional customer service. RESPONSIBILITIES: Develop and execute underwriting strategies that support profitable growth, retention, portfolio management, and agency relationship objectives Monitor underwriting performance, loss trends, agency results, and market conditions to achieve financial and business goals Provide leadership and direction on...
SECURA Insurance Companies Neenah, WI Full Time
Jewelers Mutual
08/04/2026  
Key Account Manager - Jeweler Solutions
Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our large scale jeweler partners. The Key Account Manager is responsible for developing personalized approaches to drive results across the entire portfolio of jeweler offerings; insurance referral programs, care plan, asset protection, shipping solution, and all other programs. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer 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...
Jewelers Mutual Neenah, WI Full Time
TruStage
07/08/2026  
Investment Accounting Senior Manager (Hybrid)
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 Position Summary Trustage is a $6 billion life and property & casualty insurance carrier seeking a Senior Manager, Investment Accounting to own the accounting, reporting, and control environment for the company’s full investment portfolio. This role is responsible for GAAP and statutory accounting across fixed income, structured securities, derivatives/hedging programs,...
TruStage Madison, WI Full Time
Amynta Group
06/12/2026  
Sales Executive- (Remote)
We’re thrilled that you are interested in joining us here at the Amynta Group! This fully remote position is responsible for the new sales, growth & development of an assigned portfolio. Working with stakeholders from Underwriting, Legal, claims, Actuarial, Marketing, and IT, you will deliver world-class F&I sales for agricultural, construction, and material handling equipment. Under moderate supervision, this sales manager will drive and be accountable for execution of all aspects of sales growth for their portfolio. SEIS Sales –Sales Executive This fully remote position is responsible for the new sales, growth & development of an assigned portfolio. Working with stakeholders from Underwriting, Legal, claims, Actuarial, Marketing, and IT, you will deliver world-class F&I sales for agricultural, construction, and material handling equipment. Under moderate supervision, this sales manager will drive and be accountable for execution of all aspects...
Amynta Group WI Full Time
Acrisure
06/05/2026  
Payroll Division Manager
About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Division Manager (DM), you will report to a regional Vice President (VP). DM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors, which are responsible for the direct sell of Auris’s...
Acrisure WI Full Time
Berkley
04/14/2026  
Territory Manager
Company Details   Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform where users can quote, bind & issue. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.   Company URL:          https://www.berkleymp.com/ Responsibilities This position is the marketing focal point for Berkley Management Protection in a given state or territory. Designated to coordinate resources and expertise in meeting and exceeding results in that state or territory.   All agency management and distribution strategies and tactics will be implemented by the Territory Manager. The Territory Manager will report directly to the AVP and will also collaborate with underwriting. The Territory Manager position works with the AVP &...
Berkley Appleton, WI Full Time
Markel
08/21/2026  
Manager, Product & Analytics
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Manager, Product & Analytics leads the MPL data analytics team, owning team delivery, people development, and stakeholder relationships. This role is responsible for hiring, coaching, and developing data analysts; setting priorities and managing the intake of analytics requests; and ensuring the team delivers high-quality, timely analytical solutions that support business objectives. This position will also be responsible for operational initiatives for the MPL Product and Analytics department....
Markel Milwaukee, WI Full Time
AAA - Auto Club Group (ACG)
08/17/2026  
Insurance Sales Agent - Waukesha, WI
Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business. $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Position Schedule / Shift: Monday - Friday 8:30 am – 5:30 pm Position Summary Full-time | W‑2 |...
AAA - Auto Club Group (ACG) Waukesha, WI Full Time
Sun Life
08/16/2026  
Director, Print & Mail Operations
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide....
Sun Life Milwaukee, WI Full Time
AAA - Auto Club Group (ACG)
08/12/2026  
Insurance Sales Agent - Madison
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 training, tools, and support to help you succeed Why This Role Works for Many Candidates Reliable base pay plus...
AAA - Auto Club Group (ACG) Madison, WI Full Time
TruStage
08/12/2026  
Annuity Sales Consultant - Internal Wholesaler
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 responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...
TruStage Madison, WI Full Time
AAA - Auto Club Group (ACG)
08/10/2026  
Insurance Sales Agent - Eau Claire, WI
Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business. $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Position Schedule / Shift: Monday - Friday 8:30 am – 5:30 pm Position Summary Full-time |...
AAA - Auto Club Group (ACG) Eau Claire, WI Full Time
Sun Life
08/06/2026  
Sr. Project Management Process and Reporting, DentaQuest
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...
Sun Life Milwaukee, WI Full Time
Sun Life
07/31/2026  
Director, Customer Service, DentaQuest
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide....
Sun Life Milwaukee, WI Full Time
AAA - Auto Club Group (ACG)
07/30/2026  
Insurance Sales Agent - Madison, WI
Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $5,000 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Position Schedule / Shift: Monday - Friday 8:30 am – 5:30 pm Position Summary Full-time | W‑2 | Base Pay +...
AAA - Auto Club Group (ACG) Madison, WI Full Time
Berkley
07/29/2026  
Underwriter
Company Details   Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform tailored towards independent agents. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.   Company URL:    https://www.berkleymp.com/ Responsibilities The Underwriter will manage all related underwriting tasks for renewal accounts required in assigned regions to promote written premium growth and favorable loss ratio results.  The role will work closely with the TMs, AVPs, RVPs across assigned regions.    Duties and responsibilities include but are not limited to: Responsible for renewal accounts which focus on underwriting and pricing risks in accordance with BMP’s business rules and personal underwriting authority....
Berkley Appleton, WI Full Time
AAA - Auto Club Group (ACG)
07/16/2026  
Licensed Insurance Agent - Milwaukee
Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Location Details: Milwaukee, WI Position Schedule / Shift: ·Monday - Friday 8:30 am – 6:00 pm (Possible...
AAA - Auto Club Group (ACG) Milwaukee, WI Full Time
TruStage
06/22/2026  
Director, Investments, Derivatives Management and Trading (Hybrid)
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 This role is required to maintain a presence in our corporate headquarters in Madison, WI. Strong preference for candidates in the Madison area or for those who are open to relocation (relocation assistance offered). Job Purpose: This position is accountable for the derivatives management function supporting the firm’s insurance general account, with derivative trading and...
TruStage Madison, WI Full Time
TruStage
06/01/2026  
IT Software Asset Management Specialist
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 Responsibilities: List of general activities, duties and/or tasks typically performed within the job. Manage best practice standards, processes and measurements that enable the organization to manage the IT software asset portfolio. Ensure the accuracy of the IT software inventory throughout the asset lifecycle. Implement and improve software asset management procedures to...
TruStage Madison, WI Full Time

 

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