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Account Manager P Jobs in Wisconsin (NOW HIRING)

Jewelers Mutual Group

Associate Account Manager

Neenah, WI · On-site

$126K - $131K/yr

This position works closely with P&L leadership and operations to appropriately steer the direction ... account management practices * Utilize Salesforce at organizational direction to build strong ...

Smurfit Westrock plc

WI · On-site

... key accounts * Oversee and drive improvements in facility production to meet short-term and ... Manage plant P&L using quantitative financial modeling tied to operational metrics (yield, scrap ...

Risk Strategies

Personal Lines Account Manager

Green Bay, WI · On-site

$43K - $59K/yr

The Account Manager will serve as a trusted advisor to standard personal lines clients, providing ... Valid P&C brokers' license * Industry specific designations preferred- CISR, CIC or similar

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Account Manager P information

How does an account manager p typically collaborate with other departments to ensure client satisfaction?

As an Account Manager P, you will regularly coordinate with teams such as sales, marketing, and customer support to address client needs and deliver tailored solutions. This role often requires facilitating communication between clients and internal teams, ensuring everyone is aligned on project goals and timelines. Proactive collaboration helps resolve issues quickly and keeps client relationships strong, making cross-functional teamwork a key part of daily responsibilities. Successfully managing these interactions is crucial for maintaining high client satisfaction and achieving account growth.

What is an account manager p?

Account Managers are professionals responsible for managing and nurturing relationships with clients or customers on behalf of a company. They serve as the main point of contact for clients, ensuring their needs are met and addressing any issues that arise. Account Managers often handle sales, contract negotiations, and work to maintain long-term business relationships, aiming to maximize client satisfaction and retention. Their role can vary by industry but typically involves both customer service and sales responsibilities.

What is the difference between Account Manager P vs Account Executive?

AspectAccount Manager PAccount Executive
Required CredentialsTypically a bachelor's degree in business or related field; certifications like CRM or sales management are commonSimilar educational background; often holds certifications in sales or CRM tools
Work EnvironmentClient-facing, ongoing relationship management, post-sale supportProspecting, lead generation, initial client engagement
Employer & Industry UsageUsed across industries like tech, finance, and marketing for ongoing client relationsCommon in sales-driven industries, focusing on new business acquisition

While both roles involve client interaction, Account Manager P focuses on maintaining and growing existing accounts, whereas Account Executive primarily seeks new clients and sales opportunities. Understanding these differences helps in choosing the right career path or job search focus.

What are the key skills and qualifications needed to thrive as an account manager p, and why are they important?

To thrive as an Account Manager, you need strong relationship-building skills, sales acumen, and typically a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce, as well as proficiency in data analysis and reporting tools, is highly beneficial. Outstanding communication, problem-solving abilities, and adaptability help account managers excel in client interactions and dynamic environments. These skills ensure effective client retention, business growth, and the ability to proactively address client needs.
What are popular job titles related to Account Manager P jobs in Wisconsin? For Account Manager P jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Account Manager P jobs in Wisconsin look for? The top searched job categories for Account Manager P jobs in Wisconsin are:
What cities in Wisconsin are hiring for Account Manager P jobs? Cities in Wisconsin with the most Account Manager P job openings:
Account Manager P jobs near you

Senior Account Manager - Commercial Lines

Insurance Office of America

Madison, WI • On-site

$80K - $95K/yr

Full-time

Medical, Retirement

Re-posted 2 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 306 rated insurance

Job description

Description

Job Description:

Title: Senior Account Manager - Commercial Lines 
Hybrid Preferred: 1-2 days in Columbia, SC office
OR Fully Remote: for applicants in Eastern and Central Time Zones
Book Focus: Generalist, Contractors | Requirement: active P&C license
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. 

 
Key Responsibilities: 

  • Technical Competence: Maintain a high degree of technical competence and industry expertise. 

  • Team Leadership: Direct daily activities and workflow of the account management team. 

  • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. 

  • Policy Management: Manage policy expirations and renewals. 

  • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 5+ years of account management experience, or 7+ years in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active property & casualty licensing; professional designation (CISR, CRIS, CIC, CPCU or equivalent) strongly preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $80,000.00 to $95,000.00 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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