12 account executive personal lines jobs found

  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...

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...

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...

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...

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...

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...

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

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...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

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...

The Opportunity Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager II? 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 employee benefits. 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...

The Select Personal Lines Account Specialist 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 Select 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...