20 client relationship manager retirement jobs found

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...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. 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 performance. 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 over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by...

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...

The salary range for this job posting is $97,153.00 - $194,990.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Encova Insurance has an immediate opening for Production Underwriter, Package Lines for accounts averaging over $75k in premium. Ideal candidates will reside in the Madison or Milwaukee, Wisconsin areas. This position will travel the assigned territory to visit agencies in order to develop new and existing relationships. A company vehicle will be provided. We may hire a senior level depending on candidate qualifications and the posting is inclusive of the non-senior and senior-level full range. This role will report to...

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 | Base Pay +...

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: The role of Senior Counsel is for a legal professional who will be responsible for utilizing legal expertise to advise the activities of all levels of management, including all those who are conducting company business. A successful individual filling this Senior Counsel role will effectively build partnerships with business customers, have solid leadership skills 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 Our Learning & Development Internship Program offers hands-on experience in corporate training, organizational development, and talent management. This role provides exposure to all aspects of learning and development operations from design, development, technology implementation, and stakeholder management. The intern will gain valuable experience in training content management, Learning Management System (LMS) implementation, and program coordination, while building relationships with professionals across all levels of the organization.   How You Will Make an Impact Gain real-world experience in corporate learning and development operations Support the migration of learning content and experiences from Learn365 to Workday Learning Powered by Sana Test, learn, iterate with new LMS and bring forward best practices, user guides, how-to’s for the organization-wide rollout Support training program coordination and content management...

The Opportunity Our Marketing Internship Program offers hands-on experience supporting marketing, communications, and promotional initiatives in a mission-driven organization. This role provides exposure to content creation, digital and social media marketing, event promotion, market research, marketing analytics, and project coordination. The intern will gain practical experience developing marketing materials, supporting campaigns and events, gathering audience insights, and helping track the effectiveness of marketing efforts while building relationships with professionals across the organization.   How You Will Make an Impact Gain real-world experience supporting marketing and communications initiatives Assist with creating and editing content for email, social media, web, and promotional materials Support event, program, and organizational initiative marketing efforts Help manage social media scheduling and digital marketing activities Conduct...

The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager on our small business team, 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...

The Opportunity At M3, our Business Insurance Internship Program has the capacity to launch your long-term career in insurance consulting. With an emphasis on career exploration and sales development, our program offers flexibility to align educational opportunities and projects with your interests and skills. In this role, you'll be at the forefront of learning prospecting, relationship building, and business development alongside our experienced Client Executives. But that's not all – you'll also gain valuable exposure to client service operations to understand the full client lifecycle. Working closely with our Sales Leadership, you'll participate in real client meetings, networking events, and sales activities while building foundational skills for a successful career in insurance sales. The ideal candidate will have a strong interest in sales and business development, excellent communication skills, and the drive to learn about insurance products and services in...

  The Opportunity At M3, our Business Insurance Internship Program has the capacity to launch your long-term career in insurance client services. With an emphasis on career exploration and service excellence, our program offers flexibility to align educational opportunities and projects with your interests and skills. In this role, you'll be at the forefront of learning policy management, client relationship support, and service delivery alongside our experienced Client Management team. You'll play a crucial role in supporting our existing clients through policy reviews, documentation, and service requests. Working closely with our Service Leadership, you'll participate in real client interactions and service activities while building foundational skills for a successful career in insurance operations. The ideal candidate will have strong attention to detail, organizational skills, and genuine interest in client service management and policy operations.   How...

The Opportunity Ethica Pharmacy Advisors offers a unique and innovative opportunity for those individuals looking to blend their pharmaceutical interest with business consulting. Our Pharmacy Consulting Internship has the capacity to launch your long-term pharmacy career in a fast-paced and dynamic segment of the healthcare arena. Our internship will expose individuals with a focus on medicine or pharmacy to learn how employers make decisions and contract regarding benefit placement, formulary coverage, and clinical rules. In addition, the program provides insight into a stable and thriving industry while you build relationships with other interns, professionals, pharmacists, and leaders.   How You Will Make an Impact Work side-by-side with consultants who specialize in pharmacy benefit consulting Research and learn the top medication drivers in the US that impact employers Use a variety of analytic tools to develop reports, dashboards, and complex data...

Our "Continuous Opening" opportunity is designed to help our talent acquisition team continue building a pipeline with outstanding candidates for future opportunities. While this is not an active opening at this time, we are always open to connecting with qualified talent. Offices located in Wisconsin: Madison, Milwaukee, Green Bay, Kenosha, Fond Du Lac, Wausau, and Eau Claire   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...

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 |...

Position Summary The Commercial Lines Trainer is responsible for developing, delivering, and continuously improving training for Commercial Lines team members to ensure consistent best practices in servicing, maintaining, expanding, and retaining Commercial Lines accounts. This role serves as a subject matter expert for coverages, workflows, and systems, with a strong emphasis on onboarding, EPIC system training, and integration of newly acquired offices. The Commercial Lines Trainer works closely with Regional Commercial Lines Leadership and cross-functionally with Mergers & Acquisitions, Operations, and other internal partners to ensure seamless integration, adoption of standards, and a high-quality customer experience. We are hiring for one position, but this position can be based out of any of our Ansay locations in Wisconsin.  Essential Duties & Responsibilities Training & Development Train and onboard Commercial Lines Account Managers, Account...

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 |...

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...

  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 a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As a Delivery Manager in our Digital department, you'll be at the forefront of planning, coordinating, and overseeing the successful delivery of digital products and technology solutions. This role offers an exciting combination of strategic planning, cross-functional collaboration, and hands-on delivery management, making it an ideal opportunity for experienced professionals looking to make a transformative impact in product delivery operations.   How You Will Make an Impact Take ownership of day-to-day delivery and operational execution, actively managing sprint and delivery activities while partnering closely with Product Managers to ensure seamless product delivery Drive performance excellence through detailed delivery planning, release scheduling, and continuous process improvement across cross-functional teams...