Employee Benefits Client Manager

M3 InsuranceMadison, WI
64dHybrid

About The Position

Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager? 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 commercial insurance. 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, or minimum one year of experience in insurance agency specializing in employee benefits, or equivalent combination of education and experience.
  • Life, Accident and Health insurance license preferred or willing to obtain upon hire.
  • 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).

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.

Benefits

  • flexible time-off
  • paid parental leave
  • employee appreciation events
  • volunteering opportunities
  • profit-sharing program

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Insurance Carriers and Related Activities

Number of Employees

101-250 employees

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