Employee Benefits Client Manager

M3 Ins; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Employee appreciation events

Volunteering opportunities

Profit-sharing program

Job summary

M3 Ins is seeking a dedicated Employee Benefits Client Manager in Milwaukee, Wisconsin. This role focuses on exceptional client service and support for sales efforts in the commercial insurance sector. Candidates should possess a Bachelor's degree or relevant insurance experience and effective communication skills. The position also offers critical exposure to the insurance industry and a collaborative work environment. M3 Ins provides generous benefits, including flexible time-off and profit sharing, fostering both personal and professional growth.

Qualifications

• Bachelor’s degree or minimum one year of insurance experience.
• Willingness to obtain insurance license upon hire.
• Demonstrated proficiency in communication.

Responsibilities

• Collaborate with sales staff to retain clients and deliver service.
• Organize workflow and schedule appointments.
• Address client needs and cultivate trust-based relationships.
• Process new and renewal business with precision.

Skills

Communication proficiency

Team player mentality

Technical skills

Knowledge of insurance products

Education

Bachelor’s degree preferred

Life, Accident and Health insurance license

Tools

Microsoft Office suite

EPIC

Job description

Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you.

In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. Gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.

How You Will Make an Impact

• Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service.
• Organize workflow, schedule appointments, and contribute to streamlining procedures to support sales efforts effectively.
• Showcase your communication prowess as you promptly address client needs and cultivate strong, trust-based relationships.
• Process new and renewal business, group proposals, and system benefit changes with precision.
• Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
• Unlock opportunities for personal and professional growth in an environment that values your contributions and fosters development.

What You Will Need to Succeed

• Bachelor’s degree preferred, or minimum one year of experience in insurance agency specializing in employee benefits, or equivalent combination of education and experience.
• Life, Accident and Health insurance license preferred or willing to obtain upon hire.
• Demonstrated proficiency in professional verbal and written communication.
• Knowledgeable about insurance products, markets, sales processes, and workflow procedures.
• Team player mentality, delegating effectively and fostering trust among colleagues.
• Proficiency in technical skills, including Microsoft Office suite and agency automation systems (e.g., EPIC).
• Valid Driver’s License

Benefits as an M3er

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time‑off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well‑being and satisfaction of our employees. Additionally, our profit‑sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.