Property & Casualty Client Success Specialist

M3 Ins; Wauwatosa (WI); Hybrid; 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

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!