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36 client account manager jobs at 19 companies in Appleton, WI

1mo
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Personal Lines Account Manager
Madison or Appleton or Oshkosh
OnsiteFull Time
Ansay & Associates
Ansay & Associates: Independent insurance agency providing business and personal risk solutions.
2+ YOEMinimum 2 years client relations or personal insurance experience; ability to maintain business and build client relationships. Responsibilities include reviewing policies, assisting clients with claims, making pre-renewal calls, obtaining underwriting info, and preparing insurance documents.
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1w
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
American Fidelity
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
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1mo
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Account Manager II, Commercial Insurance
Green Bay or Milwaukee
$61k-$85k/yr HybridFull Time
Aon
AonNYSE: AON: Provides risk management, insurance brokerage, and human capital consulting.
2+ YOE2+ years insurance experience (commercial risk/account management), P&C broker license preferred or to be obtained within 120 days, strong client relationship, organization, communication, presentation, data analysis and report-writing skills.
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1w
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Key Account Manager - Strategic Partners
Neenah, Wisconsin, United States
OnsiteFull Time
Jewelers Mutual
Jewelers Mutual: Provides insurance and risk management for the jewelry industry.
5+ YOEBachelor's degree, 5+ years account/client management experience, MS Office and Salesforce experience, ability to travel up to 15%, strong communication and strategic partnership skills.
Salesforce, Microsoft Office Suite, artificial intelligence tools
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2w
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Personal Lines Client Service Manager II
Kimberly, Wisconsin, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOE1–3 years insurance or client service experience managing Personal Lines accounts; active P&C license; strong coverage, underwriting, communication, and problem-solving skills; tech-savvy and client-focused.
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Account Manager - Commercial Lines
Waukesha or Neenah or West Bend
OnsiteFull Time
R&R Insurance Services
R&R Insurance Services: Independent agency providing commercial, personal, and employee benefits insurance.
3+ YOE3+ years insurance service experience in commercial lines, active Property & Casualty license, strong client service and communication skills, proficiency with Microsoft Office and insurance software.
Microsoft Office, insurance software
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5d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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1mo
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Account Manager II, Commercial Insurance
Milwaukee or Green Bay
$61k-$85k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
2+ YOE2+ years insurance experience (commercial risk preferred), strong client relationship and communication skills, ability to support renewals and billing, data analysis and report writing, P&C broker license preferred or to be obtained within 120 days.
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5d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
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2mo
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Strategic Account Manager - Geotech Construction
Green Bay, Wisconsin, United States
$120k-$150k/yr RemoteFull Time
GeoStabilization International
GeoStabilization International: Provides emergency geohazard mitigation and slope stabilization construction services.
5+ YOE5-10 years in heavy civil/geotechnical construction with estimating, preconstruction, or pursuit leadership; Bachelor's in Civil Engineering/Geology or related field; willingness to travel 50%; proven sales and client development capability.
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Cumulus Media
Cumulus MediaOTCQB: CMLS: Operates local radio stations and national audio media networks.
Outside sales role requiring prospecting, client relationship management, sales presentations, negotiation and closing; proficiency with Microsoft Office, CRM, and social platforms; strong communication and self-motivation.
Microsoft Office, CRM, social networking platforms
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3w
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Account Executive - M&A Team (Green Bay, WI)
Green Bay, Wisconsin, United States
OnsiteFull Time
Dimond Bros. Insurance
Dimond Bros. Insurance: Independent agency providing insurance and risk management solutions to clients.
Support onboarding and integration of acquired agencies, manage client service during integrations, collaborate with leadership, support employee transitions, and handle marketing/renewals/proposals.
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2mo
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Audit Manager, Manufacturing & Distribution
Madison or Milwaukee or Green Bay or Wausau or Eau Claire or La Crosse
HybridFull Time
Wipfli
Wipfli: Professional services firm providing accounting, tax, and consulting.
5+ YOEBachelor's in accounting or finance; CPA license; 5 years public accounting experience; supervisory experience; travel to client sites; strong communication skills
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
Annex Wealth Management
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
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Employee Benefit Account Manager, Select - IL - Champaign, IL - Chicago, IL – Schaumburg, MO - Des Peres, WI - Brookfield, WI - Kimberly
Champaign or Chicago or Schaumburg or Des Peres or Brookfield or Kimberly
$70k-$85k/yr RemoteFull Time
USI Insurance Services
USI Insurance Services: Insurance brokerage and risk management consulting services.
3+ YOE3-5 years employee benefits experience, college degree preferred. Must hold or be willing to earn life and disability insurance licenses, strong client communication, compliance knowledge (ERISA/COBRA/FMLA/5500), and Microsoft Office proficiency.
Microsoft Office
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1w
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Customer Success Manager, Online Banking & Money Movement
Minneapolis or Cincinnati or Oshkosh or Tempe
$76k-$92k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEBachelor's degree or equivalent experience; 1–4 years client management experience; strong relationship building, problem-solving, presentation, and communication skills; basic account and project management knowledge.
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5d
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Controller / Client Advisory Services (CAS)
Green Bay, Wisconsin, United States
HybridFull Time
KerberRose
KerberRose: Accounting firm providing tax, audit, and wealth management services.
6+ YOE2+ MgmtActive CPA, bachelor\u0002s in accounting (or equivalent), 6+ years progressive accounting experience including controller/CAS roles, 2+ years supervising staff, audit experience, and proficiency with QuickBooks Online, Bill.com, and NetSuite.
QuickBooks Online, Bill.com, NetSuite
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1w
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
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1w
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Managing Director
De Pere, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.
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Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
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