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client service executive Wisconsin

47 client service executive jobs found

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
M3 Insurance
06/24/2026  
Property and Casualty Client Specialist
  The Opportunity As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication. Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail-oriented communicator who thrives in fast-paced settings, join us and be at the forefront of shaping exceptional client experiences!   How You Will Make an Impact Provide support to our Property and Casualty service and sales teams. Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction. Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards. Navigate our...
M3 Insurance Wauwatosa, 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
R&R Insurance
06/24/2026  
Employee Benefits Sales Executive
What You’ll Do Build and grow a profitable Employee Benefits book of business through consultative, relationship-based selling Develop trusted advisor relationships with business owners, HR leaders, and executive decision-makers Prospect strategically through networking, referrals, centers of influence, and targeted outreach Deliver customized benefit strategies across medical, dental, vision, life, disability, and ancillary lines Lead client conversations around plan design, cost containment, compliance, and employee engagement Collaborate closely with internal service, analytics, and consulting teams to deliver a high-touch client experience Represent R&R in the marketplace as a knowledgeable, credible Employee Benefits expert What Sets You Apart Experience selling Employee Benefits in an agency, brokerage, or consulting environment Strong sales instincts paired with a consultative, relationship-first approach Ability to communicate complex...
R&R Insurance Waukesha, WI Full Time
HUB International
06/15/2026  
Account Manager - Commercial Lines
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 450 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...
HUB International Merrill, WI Full Time
M3 Insurance
06/12/2026  
Risk Manager
  The Opportunity Are you a dynamic risk management professional ready to make a meaningful impact for clients in the Construction and Real Estate industries? As a Risk Manager at M3, you'll be at the forefront of client safety and cost containment strategy, partnering with Client Executives in our Construction and Real Estate practice group to deliver high-quality risk management services. This role offers an exciting blend of analytical expertise, client consulting, and relationship building - making it an ideal opportunity for driven professionals looking to shape real outcomes for middle and large market clients in these dynamic industries.   How You Will Make an Impact Drive cost containment strategies for a portfolio of 25–30 clients, developing and executing customized service plans with clear objectives and industry benchmarks. Consult directly with clients on overall risk management programs, safety initiatives, and regulatory compliance specific...
M3 Insurance Madison, WI Full Time
Acrisure
06/01/2026  
Senior Employee Benefits Account Executive
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.    Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   nearly $ 5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...
Acrisure New Berlin, WI Full Time
R&R Insurance
05/29/2026  
Insurance Sales Executive
Sales Executive – Unlock Your Potential at R&R Insurance Services Whether you’re experienced in Commercial Insurance, Employee Benefits, or Personal Lines—or ready to break into the industry with the right tools and mentorship—this is your chance to build a successful career with one of the largest and most respected independent insurance agencies in the Midwest. What You’ll Do: Build and cultivate meaningful relationships with new prospects and referral sources, fostering long-term trust and credibility. Drive business growth by prospecting, networking, and generating leads in your target market. Deliver tailored, consultative insurance solutions that align with client needs and long-term goals. Manage and expand your book of business with a focus on building sustainable, trust-based client relationships. Develop and present customized insurance and risk management strategies for clients, collaborating with internal teams to ensure exceptional service...
R&R Insurance Waukesha, 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
05/27/2026  
Property & Casualty Operations Manager
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As a Property & Casualty Operations Manager at M3, you'll be at the forefront of our P&C Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of P&C Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical and professional expertise. Design and implement workflow procedures...
M3 Insurance Madison, 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
Cottingham & Butler
04/23/2026  
Sales Leader - New Business & Producer Development
Sales Leader – New Business & Producer Development Location: Madison, WI Reports To: VP Risk Management About the Role Cottingham & Butler is seeking a senior, client‑facing Sales Leader to play a pivotal role in driving new business growth and elevating producer performance in our Madison office. This is not a traditional producer role. Instead, you will operate as a strategic deal leader and coach, partnering with producers on complex opportunities, shaping sales strategy, and helping win high‑value accounts. At the same time, you will actively develop emerging producers, accelerating their growth and improving overall team performance. If you thrive in high‑stakes sales environments, enjoy influencing outcomes without sole ownership of a book, and want to have a measurable impact on both revenue and people development, this role offers a unique opportunity. What You’ll Do 1.      Drive New Business Wins Partner with producers on qualified...
Cottingham & Butler Madison, WI
M3 Insurance
04/08/2026  
Employee Benefits Client Executive - Kenosha Market
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...
M3 Insurance Kenosha, WI Full Time
Brown & Brown
04/02/2026  
Account Executive
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 Executive to join our growing team in  Milwaukee, WI .      The P&C Account Executive 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:    Develops knowledge of a client’s business and industry and...
Brown & Brown Milwaukee, WI Full Time
Risk Strategies
03/25/2026  
Account Manager, Commercial Lines
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...
Risk Strategies WI Full Time
M3 Insurance
01/12/2026  
Operations Manager - Employee Benefits
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...
M3 Insurance Wauwatosa, WI Full Time
Acrisure
09/08/2025  
Account Executive, Commercial Lines
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 22 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 growing a portfolio of...
Acrisure New Berlin, WI Full Time
Cottingham & Butler
01/07/2025  
Account Executive
C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude. Key Responsibilities: Act as primary point of contact for all client-related questions and requests. Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management. Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs. Develop and prepare detailed marketing submissions and proposals for both new and renewal business. Craft and deliver a written...
Cottingham & Butler Madison, WI
AAA - Auto Club Group (ACG)
07/16/2026  
Licensed Insurance Agent - Milwaukee
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 Location Details: Milwaukee, WI Position Schedule / Shift: ·Monday - Friday 8:30 am – 6:00 pm (Possible...
AAA - Auto Club Group (ACG) Milwaukee, WI Full Time
Jewelers Mutual
07/08/2026  
Key Account Manager - Strategic Partners
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...
Jewelers Mutual Neenah, WI Full Time

 

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