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client service associate Wisconsin

33 client service associate jobs found

Ansay & Associates
08/21/2026  
Strategic Risk Consultant
Job Summary We are seeking a highly skilled Risk Consultant to provide expert risk management, regulatory compliance, loss control, and safety consulting services to commercial clients and public entities. The ideal candidate will possess deep knowledge of OSHA regulations and DOT/FMCSA transportation safety requirements, helping clients identify exposures, improve safety performance, reduce losses, and maintain regulatory compliance. The Risk Consultant will conduct risk assessments, compliance audits, training programs, fleet safety evaluations, and operational reviews across a variety of industries, including transportation, construction, manufacturing, utilities, municipalities, and public sector operations. Experience with FMCSA regulations, fleet operations, driver safety programs, and transportation risk management is strongly preferred. Knowledge of MSHA regulations is desirable but not required. This role requires exceptional analytical, communication, and...
Ansay & Associates Wausau, WI Full Time
Bridge Specialty Group
08/07/2026  
Associate Broker - Small Business Unit (SBU)
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a n   Associate Broker – Small Business Unit (SBU)   to join our growing team in   Madison, Wisconsin !        The   Associate Broker - SBU   is responsible for   supporting the retention and growth of the company’s Small Business Unit (SBU). This role works closely with insurance agents nationwide to deliver exceptional customer service,   maintain   strong client relationships, and provide technical   expertise   in environmental insurance. The Associate Broker serves as a key liaison between carriers, clients, agents, and other business partners to   facilitate   new business opportunities, renewals, and ongoing account service. This role does not typically require the use of a personal or rental vehicle for business purposes....
Bridge Specialty Group WI Full Time
Brown & Brown
08/07/2026  
Associate Broker - Small Business Unit (SBU)
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a n   Associate Broker – Small Business Unit (SBU)   to join our growing team in   Madison, Wisconsin !        The   Associate Broker - SBU   is responsible for   supporting the retention and growth of the company’s Small Business Unit (SBU). This role works closely with insurance agents nationwide to deliver exceptional customer service,   maintain   strong client relationships, and provide technical   expertise   in environmental insurance. The Associate Broker serves as a key liaison between carriers, clients, agents, and other business partners to   facilitate   new business opportunities, renewals, and ongoing account service. This role does not typically require the use of a personal or rental vehicle for business purposes....
Brown & Brown WI Full Time
Nationwide
07/28/2026  
Sales Executive - Group Benefits - Milwaukee Wisconsin
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. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via...
Nationwide Milwaukee, WI Full Time
R&R Insurance
07/17/2026  
Account Manager - Employee Benefits
Employee Benefits Account Manager (Experienced) What You'll Do As an Experienced Employee Benefits Account Manager, you'll serve as the primary day-to-day partner for your clients, helping them navigate renewals, resolve complex service needs, and better understand their benefit plans. Working closely with consultants, carriers, and internal teams, you'll build trusted relationships through proactive communication, dependable follow-through, and the high-touch service experience R&R is known for.   This is an opportunity to join a collaborative team where experienced professionals are empowered to build lasting client relationships, solve complex challenges, and deliver exceptional service every day. Client Relationship & Service Management Independently manage a book of fully insured and self-funded employee benefits clients. Serve as the primary point of contact for assigned clients, building trusted relationships and delivering responsive,...
R&R Insurance Waukesha, WI Full Time
Sentry
07/14/2026  
Workplace Technology Engineer (Hybrid Work Model)
Workplace Technology Engineers are responsible for leading the design, implementation, and maintenance of innovative technology solutions. At Sentry, we’re more than just insurance—and we can offer you more than just a job. We want you to enjoy a career with us, where you’re in the driver’s seat of your career path with access to resources to help you succeed personally and professionally. What You’ll Do You’ll be a valuable contributor to our team. As a Sentry associate, we believe in your skills and knowledge. Your input and participation matters. You’ll have the opportunity to: Innovate: . Through use of emerging technologies, tools, and vendors you’ll have the ability to identify opportunities for innovation and improvement within the workplace technology environment. Learn: Sentry provides several resources to help you further your career and continue your personal development, including Sentry University, LinkedIn Learning, and peer-led educational sessions...
Sentry Stevens Point, WI Full Time
TruStage
06/01/2026  
Associate Counsel (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 Job Purpose: This position is an entry level attorney career position. This position has responsibility for completing assigned legal aspects of corporate projects for the businesses, operations and corporate affairs of TruStage. The position has responsibility in assisting in the handling of complex legal matters, under the supervision and guidance of senior attorneys. Job...
TruStage Madison, WI Full Time
Ansay & Associates
08/21/2026  
Director of Integration
Job Description Summary  Lead the successful integration of newly acquired agencies to drive value realization, operational alignment, and achievement of strategic business objectives. Responsibilities include developing and executing integration strategies, leading cross-functional teams, overseeing project plans and performance metrics, managing risks, coordinating Day One readiness activities, fostering cultural integration, and serving as a key liaison between Ansay and acquired organizations.   Essential Duties & Responsibilities Post Closing Integration Strategy & Planning  Lead and coordinate all post-close integration activities for newly acquired agencies.   Define post-close integration strategies that align with the transaction’s strategic intent, deal structure, earn-out framework, and long-term partnership approach.   Develop and maintain a repeatable integration playbook, timeline, checklist, communication cadence, milestones,...
Ansay & Associates WI Full Time
Ansay & Associates
08/20/2026  
Assistant Account Manager - Commercial Lines
Position Summary The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role. Essential Responsibilities Support Account Managers with daily service and administrative tasks Process basic Certificates of Insurance Submit simple policy changes and process endorsements Assist with limited customer service inquiries Perform data entry and maintain accurate records in the agency system Shadow team members to build knowledge and skills Complete scanning, documentation, and clean-up projects Review renewal spreadsheets and assist with documentation processing Manage incoming and outgoing mail and related materials Complete additional tasks and projects as assigned Primarily non-client-facing responsibilities while in training Learn and...
Ansay & Associates Port Washington, WI Full Time
AAA - Auto Club Group (ACG)
08/17/2026  
Licensed Insurance Agent - Grafton, 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 | Base Pay...
AAA - Auto Club Group (ACG) Grafton, 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
Ansay & Associates
08/12/2026  
Assistant Account Manager - Commercial Lines
Position Summary The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role. Essential Responsibilities Support Account Managers with daily service and administrative tasks Process basic Certificates of Insurance Submit simple policy changes and process endorsements Assist with limited customer service inquiries Perform data entry and maintain accurate records in the agency system Shadow team members to build knowledge and skills Complete scanning, documentation, and clean-up projects Review renewal spreadsheets and assist with documentation processing Manage incoming and outgoing mail and related materials Complete additional tasks and projects as assigned Primarily non-client-facing responsibilities while in training Learn and...
Ansay & Associates De Pere, 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
Ansay & Associates
08/11/2026  
Commercial Lines Trainer
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...
Ansay & Associates Port Washington, 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
Ansay & Associates
08/05/2026  
Chief Technology Officer
**This position is located in Wisconsin  Role, Function & Position Summary   Under the direction of the CEO and in partnership with the executive leadership team, the Chief Technology Officer (CTO) is responsible for defining and executing the agency's enterprise technology, AI, digital transformations and data strategy. This role is accountable for aligning technology investments with business outcomes, with a specific focus on deploying AI-driven capabilities, strengthening the agency's cybersecurity posture, and driving measurable improvements in operational efficiency, client experience, and revenue per FTE.   Major Accountabilities Enterprise Technology Strategy & Leadership  Define and execute a multi-year enterprise technology roadmap aligned with agency growth and scalability objectives.   Serve as a strategic advisor to the CEO and executive leadership team on technology investments and priorities.   Establish technology as a...
Ansay & Associates 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

 

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