65 client account manager jobs found

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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. #LI-YA1 Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As an Account Executive, you’ll be responsible for building and cultivating...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown  is seeking an Employee Benefits Producer to join our growing team in Milwaukee, WI The Employee Benefits Producer will report to the Sales Leader. Primary responsibilities are to sell new group Employee Benefit Insurance, assist as needed within the department, and manage assigned existing accounts or other duties as determined by your supervisor. How You Will Contribute: Prospect for new business every day to identify client's insurance and needs for Brown & Brown products or services Actively pursue new client prospects through telemarketing, networking, and personal referrals Participate in professional development activities to continue improving knowledge base needed for employee benefits Maintain the proper documentation for existing and prospective clients Acquire and/or...

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...

What You’ll Do As an Account Manager, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and self-funded employee benefits clients Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Work closely with consultants, carriers, and internal teams to ensure a seamless client experience...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer to join our growing team in Milwaukee, WI!   The Employee Benefits Producer will report to the Sales Leader. Primary responsibilities are to sell new group Employee Benefit Insurance, assist as needed within the department, and manage assigned existing accounts or other duties as determined by your supervisor.   How You Will Contribute: Prospect for new business every day to identify client's insurance and needs for Brown & Brown products or services Actively pursue new client prospects through telemarketing, networking, and personal referrals Participate in professional development activities to continue improving knowledge base needed for employee benefits Maintain the proper documentation for existing and prospective clients Acquire...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Key Responsibilities: Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business. Manage renewals end to end, including submission development, proposals, carrier placement, and binding. Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss...

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. In addition to standard Senior Account Executive responsibilities, this role also functions as a Relationship Manager, providing elevated...

Job Mission :          The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.  The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Key Responsibilities: Day to Day Client Service: Complete the following tasks as requested by the Account Manager or Senior Account Manager: Issuance of renewal of mid-term Certificates or Auto ID cards Policy checking and processing Endorsement and Audit checking and processing Generate requests for invoices on...

The Vocational Case Manager provides vocational rehabilitation services and vocational rehabilitation services to physically disabled individuals through coordination with client, referral source, physician, employer, attorney and others with the ultimate goal being the client’s timely return to gainful employment. The Vocational Case Manager interviews and evaluates the client to determine the degree of disability, eligibility and feasibility of vocational rehabilitation services.This position manages placements and activities within the Alternative Light Duty Program, supporting the objectives of the Case Management department and aligning with CorVel’s overall goals. This is a remote position. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Assess and identify suitable light duty assignments; monitor placements for compliance Maintain database of modified duty opportunities and communicate work restrictions and placement details to a variety of parties Collaborate with...

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   P&C Account Manager to join our growing team in   Milwaukee, WI .        The P&C Account Manager designs, markets, and implements the most complex insurance programs. Conducts strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the overall Engagement Leader or Executive responsible for the account or the main specialty broker in their specific coverage areas. Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.     How You Will Contribute:...

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Position Summary Under the direction of the Team Leader, the Senior Commercial Lines Account Manager CORE is responsible for providing advanced support in obtaining, maintaining, expanding, and servicing Commercial Lines Select Accounts. This role serves as a subject matter expert (SME) for the Commercial Lines team and plays a key role in mentoring Account Managers, supporting training initiatives, consulting on process improvements, and driving operational excellence. The Senior Account Manager works collaboratively with Producers, leadership, and internal teams to ensure best practices, consistency in service delivery, and a high level of client satisfaction. This position may be located in any of our office locations Essential Duties & Responsibilities Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts. Serve as a subject matter expert for Commercial Lines coverage,...

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...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

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...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         Your Impact​  •    Client management:  •    At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering  •    Manages a renewal book of business, including creation of...