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Ansay & Associates, LLC.
- Appleton, WI / Madison, WI / Oshkosh, WI
Purpose Generate new business sales, maintain and build upon renewal relationships, and provide proactive service and account management to clients. Essential Functions Prospect and generate new business appointments Analyze clients' business and develop solutions for insurance needs Develop strong relationships with clients through advising and offering all of the value added services availa
Posted Today
Seeking individuals who share our passion for attaining quality affordable health care.
Posted 8 days ago
R&R Insurance Services, Inc.
- Green Bay, WI / Menomonee Falls, WI / Waukesha, WI
Commercial Lines Account Service Processor Do you have an eye for detail? Do you enjoy working in a fast paced office environment? R&R Insurance Services, Inc., one of the state’s largest insurance agencies, is searching for a professional, reliable and accommodating individual to fill a position in our Menomonee Falls, Waukesha or West Bend office! If you’d like to become part of
Posted 9 days ago
While working closely with Personal Lines Account Executives you will provide day to day technical support to Personal Lines clients. More specifically, Prepare and process new business and renewals by gathering updated information from clients, reviewing claim activity, recommending coverages and rating policies online. Provide policy administration such as billing, endorsement processing and pol
Posted 15 days ago
R&R Insurance Services, Inc.
- Green Bay, WI / Menomonee Falls, WI / Waukesha, WI
Your major focus will be to generate your own leads in order to meet your established fiscal year sales goals. This will require implementing self directed marketing plans, on the street cold calling, scheduling client appointments, proposal writing, and conducting formal client presentations. Using several major insurance carriers, R&R will provide your clients with coverage choices at afford
Posted 16 days ago
Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. Knowledge of full portfolio of JFG products and services; actively cross sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross sales and referral goals. Actively call/joint call on identified target segments, prospects, centers of influence, e
Posted Today
Responsibilities include working closely with staff to provide support and direction in conjunction with the producers on client and/or carrier related problems as they arise. Daily supervisory duties include staffing, PMP process, and to oversee daily work to ensure clients' needs are being met. Work with Director of Operations and Service Team Managers in other markets and across other product l
Posted Today
AllianceStaff, LLC
- Mequon, WI / Milwaukee, WI / Waukesha, WI
The ACA is here to stay for awhile. Large well connected brokerage firm looking to add another EB Account Service Rep to their group. In this position, the organized and friendly licensed (L&H) account would service a book of Wisconsin clients. In this position, the acct manager would have complete responsibility to service the accounts, help with open enrollments, look for ways to help the cl
Posted 7 days ago
Responsible for coverage analysis, renewal review and re marketing. Deliver client presentations with or without the producer. Responsible for handling all levels of correspondence. Maintain existing electronic files, respond to telephone, email or fax inquiries from both clients and companies. Review in force renewals working closely with producers in all areas, as applicable. Follows agency work
Posted Today
Looking for a new challenge and opportunity to contribute to a thriving, global financial services firm? If so, consider the Annuity Insurance Operations Manager position at a #4 ranked Fortune magazine's 100 Best Companies to Work For. The Annuity and Insurance Operations Manager leads a team that provides Financial Advisors and Client Specialists with exceptional client service and support over
Posted 12 days ago
Support a team of financial advisors through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables (including charts, graphs and other visual aids) to be used in client meetings. Create initial investment solutions to help achieve client's financial goals. Review and update client information as needed for client review meetings. A
Posted Today
Commercial Lines Account Managers are worth their weight in gold!! Well....depending on the price of gold that is. They are rare, though! Are you a commercial insurance CSA? Have you ever thought about how to expand? We are interviewing talented commercial lines experts for several top brokers and agencies in the metro Milwaukee area. Competitive salaries, excellent working conditions, flexibility
Posted 27 days ago
Leads and/or performs annual and quarterly Sarbanes Oxley compliance testing for assigned domestic and international entities Leads moderately complex financial, compliance, information technology, and operational audits through effective project management methodologies Reviews, verifies, and evaluates the effectiveness and efficiency of internal controls Acquires an in depth understanding of app
Posted 19 days ago
Design and manage the annual audit plan. Responsible for designing and conducting financial and risk based audits to assure MercyCare's adherence with industry standards, federal and state regulatory requirements, MercyCare policies and procedures, current contracts and national accreditation standards. Provide written reports summarizing findings and making recommendations for improvement and cor
Posted Today
Internal Auditor (170000TX) Conducts and documents complex internal audits to evaluate compliance with Sarbanes Oxley. Conducts operational audits to ensure adherence to company procedures and to identify improvement opportunities. Coaches and assists in training of less experienced employees. Audits complex accounting and statistical data of various departments, divisions, and locations in order
Posted 9 days ago
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