Property & Casualty Client Executive - Rockford Market (Continuous Posting)

M3ins; Rockford (IL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

HSA

Paid Time Off

Profit Sharing

Job summary

M3 in Rockford is seeking a Property & Casualty Client Executive to drive new commercial insurance bookings while nurturing current accounts. You will prospect, quote, and close opportunities, partnering with Sales Leadership to hit ambitious targets and service standards.

The role requires deep knowledge of insurance products and strong relationship-building capabilities. The ideal candidate will excel at presenting to executives, managing a book of business, and delivering value through

Qualifications

• Bachelor’s degree or four years of insurance industry experience
• Advanced degree or recognized insurance designation is advantageous
• Proven ability to manage a book of business
• Strong presentation and communication skills
• Excellent interpersonal abilities and analytic thinking

Responsibilities

• Identify and cultivate insurance prospects and centers of influence
• Nurture and advise existing clients to ensure satisfaction and loyalty
• Collaborate with sales leadership to meet sales goals and service standards
• Review policy coverages and negotiate with carriers for optimal outcomes
• Develop personalized growth plans and continuously enhance technical and sales skills
• Effectively manage workload, appointments, and monthly sales targets

Skills

Presentation skills

Interpersonal skills

Analytical skills

Book of business management

Education

Bachelor’s degree

Advanced degree or insurance designation

Job description

Property & Casualty Client Executive - Rockford Market (Continuous Posting)

Job Category: Property & Casualty

Requisition Number: PROPE001668

• Full-Time
• Hybrid

Locations

Showing 1 location

Rockford, IL 61107, USA

Description

Our "Continuous Opening" opportunity is designed to help our talent acquisition team continue building a pipeline with outstanding candidates for future opportunities. While this is not an active opening at this time, we are open to connecting with qualified talent.

The Opportunity

At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations.

In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way.

The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services.

How You Will Make an Impact

• Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
• Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
• Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
• Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability.
• Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
• Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
• Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
• Effectively manage workload, appointments, and monthly sales goals with precision and organization.

What You Will Need to Succeed

• Bachelor’s degree from a four-year college or university; OR
• A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR
• A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
• Possession of an advanced degree or recognized insurance designation is highly advantageous.
• Proven capability to effectively oversee and manage a book of business.
• Skilled in delivering compelling presentations tailored for high-level executives.
• Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
• Strong analytical acumen to assess complex scenarios and formulate strategic solutions.

Join Us

Join M3 and contribute to a team that values client support, effective communication, and quality assurance.

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 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.

For Sales and Business Development roles, compensation is based on sales performance and achievement of set targets. This structure allows for earning potential, with higher performance directly translating to greater financial rewards. While earnings can vary significantly based on individual performance, we aim to provide estimates for expected earnings. Historically, successful new team members in these roles have earned between $100,000 - $150,000 annually, depending on their sales results. Please note that this range is provided as a good faith estimate and may vary according to several factors, including your relevant knowledge, training, skills, work location, and experience. Additionally, this position qualifies for a comprehensive benefits package, which may include:

• Medical, Dental, and Vision Insurance
• Health Savings Accounts
• Health Care & Dependent Care Flexible Spending Accounts
• Disability Benefits
• Life Insurance
• Voluntary Benefits
• Paid-Time Off

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.