Business Insurance Associate - Employee Benefits (Small Business)

M3 Insurance•Madison, WI

3d•Hybrid

About The Position

The Opportunity We are seeking a motivated Business Insurance Associate to join our M3 Sales Development Track, a comprehensive career development program designed to launch your rewarding insurance career. This role offers the perfect opportunity to leverage your existing skills while expanding your industry knowledge, insurance acumen, and business expertise. The ideal candidate will be eager to learn, relationship-focused, and ready to make an immediate impact in both sales and service activities. You'll work closely with our experienced team members, gaining hands-on experience across all aspects of the insurance business while contributing to our team's success from day one. How You Will Make an Impact Acquire essential industry and product line knowledge in Employee Benefits Demonstrate business acumen and relationship building skills to consult effectively with business leaders Collaborate with sales leadership to identify, research, and pursue new business opportunities Partner with Client Service and Risk Management teams to service and retain existing accounts Actively participate in all stages of the sales process with emphasis on origination and prospecting Lead prospect outreach and schedule appointments for Client Executives Participate in association and networking events to build your professional network Partner with Client Managers to process new and renewal business and review policies and quotes for accuracy. Prepare critical deliverables such as binders, certificates of insurance, and client reports Assist with special requests as needed by clients (including but not limited to data collection, preparing reports, and researching questions). Update Epic and Salesforce systems with pertinent prospecting and client activity notes What You Will Need to Succeed Bachelor's degree, or an associate’s degree from an insurance program, or equivalent combination of relevant education and experience Life, Accident, and Health Wisconsin Insurance License required or ability to obtain Insurance designation required Excellent verbal communication and interpersonal skills Strong ability to prioritize and organize multiple tasks while managing interruptions Demonstrated openness to learning new skills and genuine interest in the insurance industry Ability to share experiences through written reports and presentations Willingness to travel to client sites approximately 25% of the time Flexibility to work standard business hours (8 AM to 5 PM, Monday through Friday) 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 every so often 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.

Requirements

Bachelor's degree, or an associate’s degree from an insurance program, or equivalent combination of relevant education and experience
Life, Accident, and Health Wisconsin Insurance License required or ability to obtain
Insurance designation required
Excellent verbal communication and interpersonal skills
Strong ability to prioritize and organize multiple tasks while managing interruptions
Demonstrated openness to learning new skills and genuine interest in the insurance industry
Ability to share experiences through written reports and presentations
Willingness to travel to client sites approximately 25% of the time
Flexibility to work standard business hours (8 AM to 5 PM, Monday through Friday)

Responsibilities

Acquire essential industry and product line knowledge in Employee Benefits
Demonstrate business acumen and relationship building skills to consult effectively with business leaders
Collaborate with sales leadership to identify, research, and pursue new business opportunities
Partner with Client Service and Risk Management teams to service and retain existing accounts
Actively participate in all stages of the sales process with emphasis on origination and prospecting
Lead prospect outreach and schedule appointments for Client Executives
Participate in association and networking events to build your professional network
Partner with Client Managers to process new and renewal business and review policies and quotes for accuracy.
Prepare critical deliverables such as binders, certificates of insurance, and client reports
Assist with special requests as needed by clients (including but not limited to data collection, preparing reports, and researching questions).
Update Epic and Salesforce systems with pertinent prospecting and client activity notes