Top 11 Fiduciary Jobs in Appleton, Wi

Territory Manager
Berkley —Appleton, WI
- $140,000 - $150,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Profit sharing
- Health insurance
Underwriter
Berkley —Appleton, WI
- Full-time
- Bachelor's degree
- Senior level
- Communication skills
- Profit sharing
- Health insurance
University Counsel and Assistant Secretary to the Board of Trustees
Lawrence University —Appleton, WI
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
Senior Sales Relationship Manager - Personal Trust
Associated Bank —Neenah, WI
- $116,690 - $200,040 a year
- Full-time
- Background check
- CPA
- Finance
- Employee stock purchase plan
- 401(k)
Decedent and Special Accounts Representative
Community First Credit Union —Neenah, WI
- Research
- Mid-level
- 3 years
Quick Apply
Tax Specialist
Menn Law Firm Ltd —Appleton, WI
- $25 - $29 an hour
- Part-time
- Hybrid work
- Background check
- Microsoft Outlook
- CPA
Quick Apply
12d
Director of Trust and Estate Settlement
Legacy Private Trust Company —Neenah, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Tax Supervisor
Hawkins Ash CPAs, LLP —Neenah, WI
- $80,000 - $100,000 a year
- Extended hours
- Management
- CPA
- Research
- Wellness program
- Paid holidays
Quick Apply
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Underwriter
Berkley —Appleton, WI
Establish strong relationships with agents by driving mutually beneficial results through agency planning, production and growth.
Retail Loan Underwriter
National Exchange Bank & Trust —Fond du Lac, WI
Bachelor’s degree in business or related field (or equivalent experience or industry certifications) is preferred. Maintain a high level of confidentiality.
Quick Apply
9d

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(Non-IT) Administration - Coordinator Administrative Support
Tailored Management —Columbus, OH
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
$15.76 an hour
Quick Apply
3d
Corporate Security Officer - SS (7am-3pm)
Nationwide —Columbus, OH
Credit/Background Check: Due to fiduciary accountability within this job, a valid credit and/or background check will be required as part of the selection…

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Territory Manager

Berkley -
Appleton, WI

Apply Now

Job Details

Full-time
$140,000 - $150,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Sales negotiation
Customer relationship building
Client relationship development
Computer skills

Full Job Description

Company Details:

Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform where users can quote, bind & issue. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

Company URL: https://www.berkleymp.com/

Responsibilities:

This position is the marketing focal point for Berkley Management Protection in a given state or territory. Designated to coordinate resources and expertise in meeting and exceeding results in that state or territory. All agency management and distribution strategies and tactics will be implemented by the Territory Manager. The Territory Manager will report directly to the AVP and will also collaborate with underwriting. The Territory Manager position works with the AVP & RVP in managing agency distribution and executing growth, profit and relationship building.

Grow the private company management liability lines of business in assigned territory
Work closely with the Assistant Vice President to establish and implement a sales culture
Establish strong relationships with agents in driving mutually beneficial results through agency planning, production and growth
Manage distribution and negotiate agency appointment agreements
Monitor competitors’ offerings and emerging industry issues
Influence the structure of the region to capitalize on the strengths of the individual team members
Work with regional and senior leadership team to develop and drive underwriting and business strategies within region and nationally

Qualifications:

Education

Four-year college degree or equivalent combination of education and work experience.

Qualifications

Minimum of 5 years insurance marketing experience.
Good organizational skills, ability to handle multiple tasks and effectively prioritize workload
Demonstrated depth in negotiation, sales and problem-solving skills.
Strong computer skills and ability to work with multi-faceted systems.
Ability to effectively and independently manage complex workload while exhibiting very sound judgment.
Excellent written and verbal communication skills.
Demonstrated ability to develop and maintain relationships with agents and other departments while exemplifying superior teamwork.
Ability to travel in assigned territory - 60% agency engagement/ travel- this is an external facing role with a combination of in person and virtual agency appointments with a strong emphasis to meet face to face whenever possible

The Company is an equal employment opportunity employer.

Additional Company Details: We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: 140k-$150k • Eligible to participate in annual discretionary bonus • Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details: Sponsorship not Offered for this Role

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Refine Your Search

fiduciary jobs in appleton, wi

Territory Manager

Underwriter

University Counsel and Assistant Secretary to the Board of Trustees

Senior Sales Relationship Manager - Personal Trust

Decedent and Special Accounts Representative

Tax Specialist

Director of Trust and Estate Settlement

Tax Supervisor

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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