Employee Benefits Client Manager II

M3 Insurance•Madison, WI

6d•Hybrid

About The Position

Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager II? 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 be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of employee benefits. 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. Gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.

Requirements

Bachelor’s degree preferred and a minimum of three years of experience in insurance agency specializing in employee benefits, OR a minimum of three years equivalent combination of education and experience is preferred.
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 automation systems (e.g., EPIC).
Life, Accident and Health insurance license preferred or willing to obtain upon hire.

Responsibilities

Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service.
Organize workflow, schedule appointments, and contribute to streamlining procedures to support sales efforts effectively.
Showcase your communication prowess as you promptly address client needs and cultivate strong, trust-based relationships.
Process new and renewal business, group proposals, and system benefit changes with precision.
Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
Unlock opportunities for personal and professional growth in an environment that values your contributions and fosters development.