Administrative Project Coordinator - Carrier Relations emphasis

M3 Ins; Madison (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a detail-oriented Administrative Project Coordinator to enhance operations in the insurance brokerage sector. This role emphasizes Carrier Relations, offering a unique blend of administrative support, process management, and stakeholder communication. You'll be responsible for managing carrier logins, scheduling meetings, and assisting with clerical tasks, all while ensuring smooth operations. If you're organized, proactive, and eager to make a significant impact in a growing organization, this opportunity is perfect for you. Join a team that values your contributions and empowers you to take charge of your career.

Qualifications

• 1+ years of administrative/clerical experience required.
• Proficiency in Microsoft Office Suite is essential.

Responsibilities

• Provide administrative support with a focus on carrier relations.
• Manage carrier website logins and assist with scheduling meetings.

Skills

Microsoft Office Suite

Attention to detail

Communication Skills

Interpersonal Skills

Organizational Skills

Bilingual in Spanish

Education

High school diploma or equivalent

Tools

EPIC

SharePoint

Job description

Administrative Project Coordinator - Carrier Relations emphasis

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 an exciting blend of administrative support, process management, and stakeholder communication, making it an ideal opportunity for organized individuals looking to make a significant impact in a growing organization.

How You Will Make an Impact

• Provide essential administrative support to all departments, with a primary focus on the carrier relations area.
• Manage and update carrier website logins, ensuring seamless access for employees and maintaining accurate documentation.
• Assist with scheduling carrier meetings and setting up producer appointments, facilitating strong relationships with our partners.
• Support the carrier relations team with clerical needs, including updating SharePoint and managing the carrier inbox.
• Conduct orientation meetings with new employees to review licensure procedures and manage the licensing process for agents.
• Create and assemble client materials, including binders, Employee Benefits booklets, and presentation materials.
• Utilize EPIC (our agency management system) for various tasks, including creating form letters, proposal documents, and running reports.

What You Will Need to Succeed

• High school diploma or equivalent is required.
• Minimum of one year administrative/clerical experience and/or training.
• Demonstrated proficiency in Microsoft Office Suite.
• Strong attention to detail and ability to maintain high accuracy in all work products.
• Excellent communication and interpersonal skills, with the ability to interact professionally with internal and external stakeholders.
• Ability to prioritize and organize multiple tasks efficiently, even with frequent interruptions.
• Familiarity with the insurance industry is a plus.
• Bilingual in Spanish is preferred.

Join Us

Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.

Who We Are

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.