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strategic account executive Wisconsin

30 strategic account executive jobs found

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, USA
Brown & Brown
03/16/2026  
Account Manager
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 Manager to join our growing team in   Milwaukee, WI .        The P&C Account Manager 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:...
Brown & Brown Milwaukee, WI, USA Full Time
TruStage
03/11/2026  
Sales Enablement Manager, Filene
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 Role Responsibilities CRM & Data Management Own Salesforce (CRM) as the single source of truth for all member and partner data Maintain data integrity through rigorous hygiene protocols, deduplication, and validation rules Design and implement custom objects, fields, and page layouts to capture engagement touchpoints Build executive dashboards tracking: MQL-to-member...
TruStage Madison, WI, USA Full Time
Nationwide
02/27/2026  
VP National Accounts Executive - Group Benefits
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. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. #LI-YA1 Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As an Account Executive, you’ll be responsible for building and cultivating...
Nationwide Milwaukee, WI, USA Full Time
NGL - National Guardian Life Insurance Company
02/11/2026  
IT Audit Manager (Hybrid - In Office 10 days/Month)
We are adding an IT Audit Manager to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialized in a suite of innovative insurance products for life’s journey. We are committed to delivering on our promises across generations with collaboration and compassion.   NGL Insurance Company (NGL) Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get...
NGL - National Guardian Life Insurance Company Madison, WI, USA Full Time
Risk Strategies
01/07/2026  
Account Representative/Account Executive
Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   P&C team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Account Representative/Account Executive, Property & Casualty. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company. WHAT YOU’LL DO: · Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals,...
Risk Strategies WI, USA Full Time
Brown & Brown
03/16/2026  
Benefits Consultant
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   Benefits Consultant   to join our growing team in   Milwaukee, WI .        The Benefits Consultant is responsible for employee benefits account management responsibilities. This includes day to day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis     How You Will Contribute:     All responsibilities that fall within the Account Manager &...
Brown & Brown Milwaukee, WI, USA Full Time
Ansay & Associates
03/11/2026  
Senior Account Manager - Personal Lines
Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...
Ansay & Associates Port Washington, WI, USA Full Time
Risk Strategies
03/10/2026  
Account Manager, Employee Benefits
Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work. You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel. Your...
Risk Strategies Mount Pleasant, WI, USA Full Time
Allstate
03/04/2026  
Insurance Project & Program Management Lead Consultant
National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Enterprise Project/Program Management Lead Consultant is accountable for independently leading all aspects of multiple complex programs or projects with a high level of risk, organizational span, business complexity, team size, and interdependencies. Projects may be across multiple functional areas and are of strategic importance to the organization. Key Responsibilities Motivates others to share in project challenges and inspires them to achieve project goals while constructively evaluating their performance. Delivers project communication on complicated projects and issues in an easily...
Allstate WI, USA Full Time
Sentry
03/02/2026  
HR Business Consultant
As an HR Business Consultant, you will provide a broad range of strategic human resources consulting services to business leaders. Our HR Business Consultants are thought leaders who balance business and associate needs when problem-solving and creating integrated solutions. They utilize a deep understanding of our business model to proactively translate the area’s strategies into HR solutions that best enable the business teams to meet its strategic objectives. What You'll Do As an HR Business Consultant, you will: Build strategic relationships with business leaders and develop trust and business acumen to deliver on business needs. Partner with HR centers of excellence (COE) to execute key processes related to employee relations, staffing, training, performance management, succession planning, compensation and benefits for business partners. Identify, define and recommend solutions to address the needs of the business while taking account of the broad...
Sentry Stevens Point, WI, USA Full Time
Cottingham & Butler
02/24/2026  
Employee Benefits Client Consultant
A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...
Cottingham & Butler Madison, WI, USA
Cottingham & Butler
02/24/2026  
Employee Benefits Client Consultant
A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...
Cottingham & Butler Appleton, WI, USA
Nationwide
02/20/2026  
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, USA Full Time
R&R Insurance
02/09/2026  
Vice President of Commercial Service
Responsibilities The Vice President of Commercial Lines Service is responsible for the overall leadership, strategy, and performance of R&R’s Commercial Lines Service organization. This role partners closely with Commercial Sales leadership and executive leadership to ensure a scalable, efficient, and client-focused service model. Key responsibilities include: Provide strategic leadership and direction for the Commercial Lines Service Team, supporting continued growth and operational excellence Lead, mentor, and develop service leadership and team members, with a strong focus on talent development, engagement, and retention Evaluate and refine business processes to improve efficiency, consistency, and client experience Drive initiatives related to workflow optimization, technology adoption, and service delivery improvements Partner with Commercial Sales leadership to support new business growth while maintaining high service standards Oversee hiring,...
R&R Insurance Waukesha, WI, USA Full Time
HUB International
02/06/2026  
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 550 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 Waukesha, WI, USA Full Time
Travelers
02/04/2026  
Managing Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Brookfield, WI, USA Full Time
Risk Strategies
01/30/2026  
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                                                                                         Your Impact​  •    Client management:  •    At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering  •    Manages a renewal book of business, including creation of...
Risk Strategies WI, USA Full Time
Risk Strategies
01/30/2026  
Account Manager, Private Client
The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...
Risk Strategies Green Bay, WI, USA Full Time
Risk Strategies
01/30/2026  
Employee Benefits Consultant
Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....
Risk Strategies Mount Pleasant, WI, USA Full Time

 

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