Property and Casualty Client Specialist

M3 Ins; Wauwatosa (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Profit-sharing program

Job summary

M3 Ins is looking for a Property & Casualty Client Specialist in Wauwatosa, Wisconsin. You will play a vital role in enhancing client management and sales efforts while ensuring policy accuracy.

In this dynamic environment, your attention to detail and proactive communication skills are essential. Responsibilities include managing policy tasks, addressing client needs promptly, and assisting project workflows with your team.

If you thrive in fast-paced settings and aspire to make a real impact, consider joining M3 Ins!

Qualifications

• Minimum one year administrative experience required.
• Demonstrated proficiency in verbal and written communication.
• Knowledge of insurance products and sales processes.

Responsibilities

• Support Property and Casualty service and sales teams.
• Handle policy tasks including certificates and audits.
• Provide project assistance to Client Managers.

Skills

Attention to detail

Communication

Team player mentality

Proficiency in Microsoft Office

Education

High school diploma or equivalent

Property and Casualty insurance license (preferred)

Tools

Epic

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication.

Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail‑oriented communicator who thrives in fast‑paced settings, join us and be at the forefront of shaping exceptional client experiences!

How You Will Make an Impact

• Provide support to our Property and Casualty service and sales teams.
• Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction.
• Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards.
• Navigate our agency management system, Epic, with finesse to process policy changes seamlessly.
• Offer project assistance to our Client Managers as required, contributing to team synergy and success.

What You Will Need to Succeed

• High school diploma or equivalent is required.
• Property and Casualty insurance license preferred or willing to obtain upon hire.
• Minimum of one year administrative/clerical experience and/or training is required.
• 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.
• Demonstrated proficiency in Microsoft Windows‑based software applications, including Word, Excel, and PowerPoint required.

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 in a flexible hybrid environment while still fostering collaboration and innovation 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.

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.

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.