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private client relationship manager Wisconsin

16 private client relationship manager jobs found

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
Acrisure
09/26/2026  
Enterprise Account Executive
Job Title: Enterprise Account Executive   Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.   Position Overview: As an Enterprise Account Executive at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced technical insurance expertise, strategic advisory capabilities, and the ability to translate client needs into impactful risk solutions. You will lead sophisticated risk strategy engagements—including...
Acrisure New Berlin, WI Full Time
Acrisure
09/19/2026  
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 Employee Benefits Account Executive supports the retention and growth of client relationships by delivering a high-quality client experience, applying a working knowledge of employee benefits solutions, and assisting with the sales and renewal process to help achieve client objectives. The Account Executive partners closely...
Acrisure New Berlin, WI Full Time
M3 Insurance
09/10/2026  
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 Wausau, WI Full Time
M3 Insurance
09/08/2026  
2027 M3 Summer Learning and Development Internship
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...
M3 Insurance Wauwatosa, WI Full Time
M3 Insurance
09/08/2026  
2027 M3 Summer Marketing Intern
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...
M3 Insurance Madison, WI Full Time
M3 Insurance
09/02/2026  
Employee Benefits Senior Client Manager - Small Business
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...
M3 Insurance De Pere, WI Full Time
M3 Insurance
08/31/2026  
2027 Business Insurance Internship - Consulting Emphasis
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...
M3 Insurance Kenosha, WI Full Time
M3 Insurance
08/31/2026  
2027 Business Insurance Internship - Client Management Emphasis
  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...
M3 Insurance Kenosha, WI Full Time
M3 Insurance
08/31/2026  
2027 Ethica Pharmacy Consulting Internship
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...
M3 Insurance Wauwatosa, WI Full Time
Acrisure
08/22/2026  
Sr. Transportation Claims Consultant
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 a Senior Claims Consultant with Transportation experience to join our growing team. This role is a strategic partner and risk advisor for all clients and service teams through a high level of service and analysis of claims data...
Acrisure New Berlin, WI Full Time
M3 Insurance
08/21/2026  
Employee Benefits Client Manager (Continuous Opening)
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...
M3 Insurance Wausau, 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
Acrisure
06/05/2026  
Payroll Division Manager
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...
Acrisure 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
02/13/2026  
Delivery Manager
  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...
M3 Insurance Madison, WI Full Time

 

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