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personal lines client service manager Wisconsin

28 personal lines client service manager 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
Risk Strategies
07/07/2026  
Personal Lines Account Manager
The Account Manager 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 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 renewal business. Interacting with...
Risk Strategies 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
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
R&R Insurance
06/08/2026  
Account Manager - Commercial Lines
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...
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
R&R Insurance
03/31/2026  
Personal Lines Account Manager
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...
R&R Insurance Waukesha, 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
Jewelers Mutual
07/08/2026  
Associate Account Manager
Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership 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...
Jewelers Mutual Neenah, 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
Markel
06/24/2026  
Underwriting Support Specialist
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...
Markel Milwaukee, WI Full Time
Voya Financial
06/23/2026  
Client Relationship Manager
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Milwaukee, WI Full Time
Ansay & Associates
06/18/2026  
Personal Lines Account Manager
This opportunity is for a motivated individual with at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Account Managers to build lasting client relationships and develop professionally. This opportunity is based in our Appleton or Oshkosh  office. Essential functions of this position include, but are not limited to: Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage Assisting clients with loss claims and following up as needed based on workflow Making pre-renewal calls to clients, and providing client education as needed Obtaining information requested by the insurance carrier underwriter Preparing Auto ID cards, Evidence of...
Ansay & Associates Madison, WI Full Time
M3 Insurance
06/16/2026  
Administrative Project Coordinator
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...
M3 Insurance Wausau, WI Full Time
Amynta Group
06/12/2026  
Sales Executive- (Remote)
We’re thrilled that you are interested in joining us here at the Amynta Group! This fully remote position is responsible for the new sales, growth & development of an assigned portfolio. Working with stakeholders from Underwriting, Legal, claims, Actuarial, Marketing, and IT, you will deliver world-class F&I sales for agricultural, construction, and material handling equipment. Under moderate supervision, this sales manager will drive and be accountable for execution of all aspects of sales growth for their portfolio. SEIS Sales –Sales Executive This fully remote position is responsible for the new sales, growth & development of an assigned portfolio. Working with stakeholders from Underwriting, Legal, claims, Actuarial, Marketing, and IT, you will deliver world-class F&I sales for agricultural, construction, and material handling equipment. Under moderate supervision, this sales manager will drive and be accountable for execution of all aspects...
Amynta Group WI Full Time
M3 Insurance
06/10/2026  
Talent Manager
  The Opportunity Are you a strategic HR professional ready to go beyond recruiting and help shape the future of how M3 grows, engages, and retains its talent? As a Talent Manager at M3, you'll serve as a true business partner — sitting at the intersection of talent strategy, organizational development, and M3er experience. You'll own M3's onboarding strategy, drive retention and change initiatives, and connect people strategy directly to M3's business growth objectives. If you're an HR professional who thinks broadly, leads with data, and thrives on making a meaningful impact across an entire organization — this role was built for you.   How You Will Make an Impact You'll serve as a strategic consultant to HR leadership and business stakeholders — influencing workforce planning, people decisions, and organizational direction through data-driven insights and a deep understanding of M3's growth objectives. Own M3's Corporate Onboarding Program, driving its...
M3 Insurance Wauwatosa, WI Full Time
TruStage
06/10/2026  
Sr. Claim Manager, Third Party Litigation (Hybrid: Madison, WI/Waverly, IA)
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 r esponsible for the day-to-day operations and providing direct leadership and management to front line claims staff. Ensures timely and effective application of TruStage policies and processes and is accountable for team goals related to customer service and compliance with best practices. Provides claim file...
TruStage Madison, 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

 

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