Client Executive

R&R Insurance and Wealth Management Career • Waukesha, WI

5d

About The Position

Client Executive – Relationship Builder. Problem Solver. Insurance Superhero. We're looking for a Client Executive who loves helping clients, and can anticipate needs before anyone even says them out loud. If you enjoy being the go-to expert, keeping things running smoothly, and partnering with Sales Executives to make sales happen—this role may be for you. Drive the Client Experience 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. Be the Sales Executive's Secret Weapon 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. Collaborate Like a Pro 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. What Sets You Apart: 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). Bonus points for designations like ARM, CIC, CPCU. 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. Why Join R&R? Join One of the Largest Independently Owned Agencies in the Midwest: Proudly serving the region since 1975, with deep local roots and nationwide reach. Family-Led Leadership & Collaborative Team: Work within an award-winning environment that values innovation, accountability, and performance. Elite Access to Top Carriers: Access to a range of top national and regional carriers, empowering you to offer the best solutions to clients. Comprehensive Benefits: Medical, dental, vision, 401(k) with match, wellness programs, and more. Career Development: Ongoing mentorship and growth opportunities in a culture focused on continuous improvement. Recognized Excellence: We are a Top 100 Independent Agency in the U.S. and a Healthiest Employer of the Year. Strong Core Values: Respect, trust, customer focus, and continuous growth guide everything we do. Investing in Your Success: Reinvestment in the people, tools, and resources you need to succeed and advance in your career. About R&R Insurance R&R Insurance is proudly family-led , Midwest-rooted , and driven by a mission to deliver peace of mind through service, integrity, and expertise. Our award-winning team continues to grow because of our commitment to clients—and to each other. Join the Knowledge Broker Team and take the next step in your career with R&R. If This Sounds Like You... You’re the person everyone counts on. You bring calm to chaos. You’re organized, curious, and genuinely love helping clients succeed. If that’s you—we’d love to meet you.

Requirements

• 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.

Nice To Haves

• Bonus points for designations like ARM, CIC, CPCU.

Responsibilities

• Drive the Client Experience 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.

Benefits

• Medical, dental, vision, 401(k) with match, wellness programs, and more.
• Ongoing mentorship and growth opportunities in a culture focused on continuous improvement.
• Reinvestment in the people, tools, and resources you need to succeed and advance in your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed