Employee Benefits Senior Client Manager - Small Business

Socket.dev; De Pere (WI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Profit sharing

Paid parental leave

Employee appreciation events

Volunteer opportunities

Job summary

M3 Insurance in De Pere, WI is seeking a Senior Client Manager to lead small business client relationships, apply insurance expertise, and mentor a team while supporting sales initiatives.

You will own designated accounts, negotiate renewals, cross-sell, manage workflow, and strengthen carrier relationships. A bachelor’s degree or five years industry experience is preferred; EPIC and license familiarity are valued. This role offers a flexible hybrid schedule and a comprehensive benefits package.

Qualifications

• Bachelor’s degree or five years insurance agency or company experience preferred.
• Proficient verbal and written communication.
• Knowledgeable about insurance products, markets, sales processes, and workflow.
• Team player with the ability to delegate and build trust.
• Proficiency in Microsoft Office and agency automation systems (e.g., EPIC).
• Life, Accident and Health license preferred or willing to obtain upon hire.

Responsibilities

• Own designated accounts as the first contact for clients and manage internal resources.
• Lead renewal negotiations and cross-sell to round out accounts.
• Collaborate with sales staff to write new business and retain clients.
• Organize workflow, schedule appointments, and streamline procedures to support sales.
• Build strong relationships with clients and carriers and mentor teammates.
• Grow knowledge of insurance and foster professional development within the team.

Skills

Insurance knowledge

Verbal communication

Written communication

Leadership

Team collaboration

Microsoft Office

EPIC

Client management

Education

Bachelor's degree

Five years insurance experience

Tools

EPIC

Job description

The Opportunity

Are you ready to take your career in client management to the next level? As a Senior Client Manager on our small business team, 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.

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.

What Draws People to M3

Autonomy— Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact— Every M3er can make an impact, from day one in any role.

Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People— Every M3er is unique in their own way, M3 is a collection of unique achievers.

At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely in a flexible hybrid schedule while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

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.

Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

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.