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Insurance Client Success Lead

Job in West Bend, Washington County, Wisconsin, 53096, USA
Listing for: R&R Wealth Management, LLC
Full Time position
Listed on 2026-02-08
Job specializations:
  • Insurance
    Insurance Sales
Job Description & How to Apply Below
A well-established insurance agency in Wisconsin is seeking a Client Executive to enhance the client experience through expert guidance and efficient claims management. The ideal candidate will have 5-7 years of experience in commercial insurance and strong problem-solving skills to navigate complex accounts. This position offers competitive benefits, ongoing mentorship, and a collaborative work environment focused on client success. Join a trusted, family-led agency dedicated to service and integrity.
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