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account executive personal lines Wisconsin

15 account executive personal lines jobs found

Ansay & Associates
07/23/2026  
Personal Lines Account Executive
Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.   This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients. Essential Duties & Responsibilities Prospect and qualify new personal lines accounts that meet agency standards. Generate new business appointments through networking, referrals, and other sources to attract and retain clients. Identify cross-sell opportunities across departments and expand lines of business on current accounts. Meet or exceed assigned annual new business revenue and retention goals. Proactively manage an assigned book of business using the Epic Agency Management System. Obtain information requested by company...
Ansay & Associates Eau Claire, 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
08/06/2026  
Property & Casualty Senior Client Manager - Construction & Real Estate
  The Opportunity Are you an experienced insurance professional ready to take the lead on client relationships and drive meaningful outcomes for the clients you serve? As a P&C Senior Client Manager at M3, you'll be more than a service contact — you'll be a trusted advisor, a team mentor, and a key driver of client retention and growth. You'll own the renewal process, lead client meetings, and bring your deep insurance expertise to every interaction. If you're a proactive problem-solver who thrives in a fast-paced environment and is passionate about delivering exceptional client experiences — this role was built for you.   How You Will Make an Impact Serve as the primary day-to-day contact for clients on their property & casualty insurance needs, providing coverage guidance, claims support, and strategic recommendations. Proactively manage the full renewal cycle across all lines of business, negotiating directly with carriers to secure the best...
M3 Insurance Wauwatosa, 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
Sentry
08/04/2026  
Underwriting Manager - Middle Market
Manages a group of associates who have underwriting responsibility for all middle market lines, responsibly growing strategy, talent, and business. This position will be located in our Madison, WI Regional office under a hybrid work model. What You’ll Do: As an Underwriting Manager - Commercial Lines, you will oversee and guide the implementation and successful execution of our business strategy and uphold continuous improvement through leadership focused on process, problem solving, performance, partnering, purpose and people. In addition, you will: Manage the day-to-day underwriting operations while providing technical guidance to a team of underwriters. Recommend and implement changes to improve productivity, growth, profitability, and quality, as well as monitor effectiveness of these policies and procedures. Interpret underwriting guidelines for larger or more complex files. Handle difficult underwriting inquiries through direct personal action....
Sentry Madison, 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
M3 Insurance
07/10/2026  
Employee Benefits Senior Client Manager
The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.   How You Will Make an Impact Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision. Play a pivotal role in cross-selling and rounding out accounts, as well as...
M3 Insurance De Pere, WI Full Time
Jewelers Mutual
07/08/2026  
Associate Account Manager
Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership 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...
Jewelers Mutual Neenah, WI Full Time
Risk Strategies
07/07/2026  
Personal Lines Account Manager
The Account Manager will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting with...
Risk Strategies WI Full Time
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
Voya Financial
06/23/2026  
Client Relationship Manager
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Milwaukee, WI Full Time
M3 Insurance
06/16/2026  
Administrative Project Coordinator
The Opportunity Are you a detail-oriented professional with excellent organizational skills looking to make an impact in a dynamic insurance environment? As an Administrative Project Coordinator at M3, you'll play a crucial role in supporting our regional office operations. This position offers a perfect blend of client interaction, administrative support, and project coordination, making it an ideal opportunity for those who thrive in a fast-paced, multifaceted role.   How You Will Make an Impact Serve as the face of M3 by greeting visitors and managing incoming calls, ensuring a positive first impression for our clients and partners. Support the administration department with clerical tasks, including document management and client communications. Manage office resources, including technology, equipment, supplies, and meeting spaces. Create and maintain client binders for Property & Casualty and Employee Benefits accounts. Utilize software tools...
M3 Insurance Wausau, WI Full Time
R&R Insurance
06/08/2026  
Account Manager - Commercial Lines
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...
R&R Insurance Waukesha, WI Full Time
M3 Insurance
05/19/2026  
Administrative Project Coordinator
The Opportunity Are you a detail-oriented professional with excellent organizational skills looking to make an impact in a dynamic insurance environment? As an Administrative Project Coordinator at M3, you'll play a crucial role in supporting our regional office operations. This position offers a perfect blend of client interaction, administrative support, and project coordination, making it an ideal opportunity for those who thrive in a fast-paced, multifaceted role.   How You Will Make an Impact Serve as the face of M3 by greeting visitors and managing incoming calls, ensuring a positive first impression for our clients and partners. Support the administration department with clerical tasks, including document management and client communications. Manage office resources, including technology, equipment, supplies, and meeting spaces. Create and maintain client binders for Property & Casualty and Employee Benefits accounts. Utilize software tools...
M3 Insurance De Pere, 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

 

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