Property and Casualty Client Manager

M3 Insurance; Fond du Lac (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Flexible time‑off

Paid parental leave

Employee appreciation programs

Volunteering opportunities

Profit-sharing program

Job summary

M3 Insurance in Fond du Lac, Wisconsin is seeking a Property & Casualty Client Manager to support sales efforts, ensure client satisfaction, and manage assigned books of business. You will work with Client Executives to renew, market, and place new business while building lasting client relationships.

The role emphasizes service excellence, knowledge of P&C products, and collaboration within a supportive team environment. A Bachelor’s degree is preferred and a P&C license is desirable.

Qualifications

• Bachelor’s degree preferred; minimum two years of experience in an insurance agency specializing in property and casualty.
• Property & Casualty 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.

Responsibilities

• Take lead on managing assigned books of business and delegate tasks under experienced leadership.
• Serve as the primary contact for clients regarding policies, coverages, claims, and billing inquiries.
• Spearhead renewal processes and support marketing efforts for new business with Client Executives.
• Cultivate strong, long‑term relationships with clients and carriers.
• Grow expertise in insurance policies and industry trends through ongoing development.

Skills

Verbal and written communication

Insurance knowledge

Team player

MS Office & EPIC

Education

Bachelor’s degree preferred

2+ years P&C experience

Tools

EPIC

Microsoft Office

Job description

Opportunity

Are you ready to embark on a fulfilling career journey as a Property & Casualty 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 support our sales efforts, ensure client satisfaction, and navigate 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. You’ll 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

• Take lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under experienced leadership.
• Act as the primary point of contact for clients regarding insurance policies, coverages, claims, and billing inquiries.
• Spearhead the renewal process, lead marketing efforts, and secure new business placements, supported by Client Executives.
• Cultivate strong, long‑term relationships with clients and carriers, fostering trust and collaboration.
• Grow expertise in insurance policies, coverage, and industry trends through continuous learning and development opportunities.

What You Will Need To Succeed

• Bachelor’s degree preferred, minimum two years of experience in insurance agency specializing in property and casualty, or equivalent combination of education and experience.
• Property and Casualty 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 management systems (e.g., EPIC).

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 the team shares in the success of the 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.