Employee Benefits Senior Client Manager

M3 Insurance; De Pere (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Profit-sharing

Volunteer opportunities

Employee appreciation events

Job summary

M3 Insurance in De Pere, WI is seeking a Senior Client Manager to lead client relationships, guide the team, and support the sales process. You will own designated client contacts, present strategy, and collaborate with Client Executives to deliver outstanding service.

This role emphasizes growth, cross-selling, renewals, and mentoring, with opportunities to deepen insurance knowledge, manage workflows, and contribute to a high‑performing team in a dynamic environment.

Qualifications

• Bachelor’s degree or minimum of five years insurance agency or company experience preferred.
• 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 Microsoft Office suite and agency automation systems (e.g., EPIC).
• An applicable insurance designation is desired.
• Life, Accident and Health insurance license preferred or willing to obtain upon hire.
• Valid Driver’s License.

Responsibilities

• Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision.
• Lead renewal negotiations and claims resolution, process new and renewal business, group proposals, and system benefit changes with precision.
• Collaborate with our 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.
• Forge enduring connections with clients and carriers, cultivating robust relationships built on trust and reliability.
• Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
• Serve as a mentor and leader within the team, guiding less experienced members and identifying opportunities for improvement.

Skills

Client management

Leadership

Communication

Team collaboration

Sales support

Education

Bachelor’s degree or 5+ years experience

Insurance designation preferred

Tools

EPIC

MS Office

Job description

Opportunity Overview

Are you ready to take your career in client management to the next level? As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know‑how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.

How You Will Make An Impact

• Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision.
• Play a pivotal role in cross‑selling and rounding out accounts, as well as leading renewal negotiations and claims resolution. Process new and renewal business, group proposals, and system benefit changes with precision.
• 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.
• Forge enduring connections with clients and carriers alike, cultivating robust relationships built on trust and reliability.
• Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
• Serve as a mentor and leader within the team, guiding less experienced members and contributing to team cohesion through identifying opportunities for improvement.
• 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 or minimum of five years insurance agency or company experience OR a minimum of five years equivalent combination of education and experience is preferred.
• 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).
• An applicable insurance designation is desired.
• Life, Accident and Health insurance license preferred or willing to obtain upon hire.
• Valid Driver’s License.

Benefits

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 Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non‑relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non‑discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.