Administrative Project Coordinator - Carrier Relations emphasis

M3 Insurance; Madison (WI); Hybrid; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a detail-oriented Administrative Project Coordinator to enhance operations within their dynamic insurance brokerage. This role is pivotal in maintaining effective communication with carrier partners and ensuring seamless administrative processes. With responsibilities ranging from managing carrier logins to creating client materials, you will play a vital role in supporting the carrier relations team. Join a supportive culture that values work-life balance and offers flexible work arrangements, making a significant impact in a growing organization dedicated to client success.

Benefits

Flexible Time-Off

Paid Parental Leave

Employee Appreciation Events

Volunteering Opportunities

Profit-Sharing

Qualifications

• 1+ years of administrative or clerical experience.
• Strong proficiency in Microsoft Office Suite and attention to detail.

Responsibilities

• Provide administrative support across departments focusing on carrier relations.
• Manage carrier website logins and assist in scheduling meetings.

Skills

Microsoft Office Suite

Attention to Detail

Communication Skills

Organizational Skills

Bilingual in Spanish

Education

High School Diploma or Equivalent

Tools

EPIC Agency Management System

Job description

Administrative Project Coordinator - Carrier Relations emphasis

Join to apply for the Administrative Project Coordinator - Carrier Relations role at M3 Insurance.

Overview

Are you a detail-oriented professional ready to play a crucial role in the administrative backbone of a dynamic insurance brokerage? As an Administrative Project Coordinator with a focus on Carrier Relations at M3, you'll be at the forefront of maintaining smooth operations between our agency and our carrier partners. This role offers a blend of administrative support, process management, and stakeholder communication, ideal for organized individuals aiming to make a significant impact in a growing organization.

Key Responsibilities

• Provide essential administrative support across departments, focusing on carrier relations.
• Manage and update carrier website logins, ensuring seamless access and accurate documentation.
• Assist in scheduling carrier meetings and setting up producer appointments.
• Support the carrier relations team with clerical tasks, including updating SharePoint and managing the carrier inbox.
• Conduct orientation meetings for new employees regarding licensure procedures and manage licensing processes.
• Create and assemble client materials such as binders, Employee Benefits booklets, and presentation materials.
• Utilize EPIC (our agency management system) for creating form letters, proposals, and generating reports.

Qualifications

• High school diploma or equivalent.
• At least one year of administrative or clerical experience or training.
• Proficiency in Microsoft Office Suite.
• Strong attention to detail with high accuracy.
• Excellent communication and interpersonal skills.
• Ability to prioritize and organize multiple tasks efficiently.
• Familiarity with the insurance industry is a plus.
• Bilingual in Spanish is preferred.

About Us

M3 Insurance helps manage risk, purchase insurance, and provide employee benefits. We partner with clients across various insurance sectors and are committed to doing what's best for our clients as a privately owned, independent firm.

Why Join M3?

Experience autonomy, immediate impact, a team-oriented environment, and a supportive culture. We offer flexible work arrangements, including remote work options, and prioritize work-life balance.

Benefits

Our benefits include flexible time-off, paid parental leave, employee appreciation events, volunteering opportunities, and profit-sharing, all aimed at supporting our employees' well-being.

Diversity & Inclusion

We foster a culture of learning, progression, and inclusivity, committed to equal employment opportunities and reasonable accommodations.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Project Management and IT
• Industry: Insurance