Client Executive jobs in United States
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R&R Wealth Management, LLC · 22 hours ago

Client Executive

positionNeenah, WI
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

R&R Wealth Management, LLC is a family-led, Midwest-rooted insurance agency committed to delivering peace of mind through service and expertise. They are seeking a Client Executive who will enhance the client experience by reviewing policies, overseeing claims, and collaborating with Sales Executives to drive sales and maintain strong client relationships.

Financial Services

Responsibilities

Review policies and contracts with a sharp eye
Dig into loss data, spot trends, and help clients stay ahead
Oversee claims, project experience mods, and conduct quarterly claims reviews
Prep proposals, renewals, and client materials that look sharp and tell the right story
Identify opportunities to round out accounts and add value
Join meetings with prospects and clients—helping plan, strategize, and follow through
Keep workflows on track and make sure nothing slips through the cracks
Build strong, trust-filled relationships with clients, carriers, and internal teams
Gather insights, negotiate terms, and make sure clients get the best options
Visit clients when needed to strengthen relationships and deliver value
Partner with internal teams to stay aligned and ensure amazing service

Qualification

Commercial insurance experienceUnderwriting knowledgeProperty & Casualty licenseAMS systems proficiencyMicrosoft Office skillsCommunicationProblem-solving abilityOrganizational skillsSelf-starter mindset

Required

5–7+ years of commercial insurance agency experience supporting complex accounts
A solid understanding of underwriting, claims, and loss control
A Property & Casualty license (or willingness to get one within 90 days)
Strong tech skills—especially Microsoft Office, AMS systems, and ImageRight
A natural ability to solve problems, stay organized, and juggle competing priorities
Excellent communication skills and the confidence to work with clients, carriers, and teammates
A self-starter mindset—responsible, proactive, and always one step ahead

Preferred

Bonus points for designations like ARM, CIC, CPCU

Benefits

Medical
Dental
Vision
401(k) with match
Wellness programs
And more

Company

R&R Wealth Management, LLC

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R&R Wealth Management exists to reveal and help achieve what people really want.
dateFounded in 2009
location
Waukesha, Wisconsin, USA
people-size2-10 employees
web-link
http://www.jannsenwealth.com

Funding

Current Stage
Early Stage
Total Funding
unknown
2018-01-09Acquired
Company data provided by crunchbase