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Client Account Manager Jobs in Roberts, WI (NOW HIRING)

Alera Group

Associate Account Manager

New Richmond, WI · On-site

$50K/yr

OVERVIEW Alera Group is looking for an Employee Benefits Account Manager. We are seeking highly ... Manage client servicing and renewals end-to-end, ensuring timely outreach, accurate enrollment and ...

Alera Group

Associate Account Manager

New Richmond, WI · Hybrid

$50K/yr

OVERVIEW Alera Group is looking for an Employee Benefits Account Manager. We are seeking highly ... Manage client servicing and renewals end-to-end, ensuring timely outreach, accurate enrollment and ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

... and account transfers. * Maintain strict confidentiality regarding client information and adhere to compliance guidelines. * Manage calendars, coordinate appointments, and organize client review ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

... and account transfers. * Maintain strict confidentiality regarding client information and adhere to compliance guidelines. * Manage calendars, coordinate appointments, and organize client review ...

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Showing results 21-40

All JobsClient Account JobsClient Account Manager JobsClient Account Manager Jobs in Roberts, WI

Client Account Manager information

See Roberts, WI salary details

$26.8K

$48.8K

$77.4K

How much do client account manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client account manager in Roberts, WI is $48,827.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $55,700.00 per year, depending on experience, location, and employer.

What does a client account manager do?

A Client Account Manager is responsible for managing relationships with clients, ensuring their needs are met, and acting as the main point of contact between the client and the company. They oversee client accounts, address concerns or issues, and work to deliver solutions that satisfy both the client and the business. Their role often includes coordinating with internal teams, tracking the progress of projects, and identifying opportunities for upselling or improving client satisfaction. Strong communication and problem-solving skills are essential for success in this role.

How does a client account manager typically collaborate with sales, marketing, and product teams to support client needs?

Client Account Managers serve as a bridge between clients and internal teams, frequently collaborating with sales to identify upsell opportunities and ensure contract renewals. They work closely with marketing to align on campaigns or materials tailored to client goals, and coordinate with product teams to communicate client feedback or request features. This cross-functional teamwork ensures clients receive comprehensive support and that their evolving needs are addressed efficiently, making strong communication and organizational skills essential for success in this role.

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

To excel as a Client Account Manager, you need strong relationship-building skills, sales or account management experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce, data analysis tools, and project management systems is typically required. Excellent communication, problem-solving abilities, and adaptability help you stand out when managing client needs and expectations. These skills are crucial for fostering client satisfaction, retaining business, and driving revenue growth.

What is the difference between Client Account Manager vs Customer Service Representative?

AspectClient Account ManagerCustomer Service Representative
Required CredentialsBachelor's degree often preferred; experience in sales or account managementHigh school diploma or equivalent; on-the-job training
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support
Employer & Industry UsageFinancial services, marketing, consultingRetail, telecommunications, e-commerce
Search & Comparison IntentManaging client accounts, building relationshipsHandling customer inquiries, resolving issues

The main difference is that Client Account Managers focus on maintaining and growing client relationships, often managing multiple accounts and strategic planning. Customer Service Representatives primarily handle customer inquiries and resolve issues, providing support and ensuring customer satisfaction. While both roles involve communication skills, the Client Account Manager role is more strategic and relationship-driven, whereas Customer Service Representatives focus on transactional support.

What cities near Roberts, WI are hiring for Client Account Manager jobs? Cities near Roberts, WI with the most Client Account Manager job openings:
Client Account Manager jobs near you

Account Manager - Personal Lines

Spectrum Insurance Group LLC

Hudson, WI • On-site

$46K - $63K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Spectrum Insurance Group is looking for a Personal Lines Account Manager to join our Hudson or Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. Qualified candidates will be licensed and have 3+ years of personal lines experience.


Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off


Responsibilities

Prepares submissions and markets new/renewal business to appropriate carriers

Responds to all day-to-day inquiries and service issues for assigned clients

Provides coverage recommendations and collects exposures from clients and prospects

Maintains agency management system with up-to-date and accurate information

Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities

Tracks, manages and documents open issues keeping the client and agent informed of status and resolution

Quotes, analyzes, compares, and recommends coverage options for clients

Manages renewal timeline to ensure timely execution of client decisions

Prepares summaries of insurance, renewals, schedules, and proposals

Reviews client contracts and policies for accuracy

Supports Agents with new and renewal business presentations as needed

Builds and maintains strong customer relationships through pro-active communication

Communicates and educates clients on latest industry trends, issues, and changes

Attends client meetings as required


Requirements

Required Knowledge and Skills

Knowledge of insurance products, rating, and underwriting procedures

Practical knowledge of quoting process and tools

Excellent verbal and written communication skills

Strong analytical thinking, business acumen, and organizational skills

Proficient computer skills including the ability to document and access information

Ability to follow existing processes, procedures, and verbal instruction

Ability to manage multiple priorities, accurately, efficiently, and independently

Attention to detail and ability to complete tasks with a high degree of accuracy


License and Certification Requirements

Valid WI drivers license and acceptable driving history

Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin