Employee Benefits Client Specialist

M3 Insurance • Wauwatosa, WI

3d • Hybrid

About The Position

Are you passionate about providing exceptional client service and ensuring data accuracy? Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our Employee Benefits (EB) Department! In this dynamic position, you'll collaborate closely with service and sales teams, utilizing your organizational prowess to maintain client satisfaction and data integrity. If you thrive in a fast-paced environment where your attention to detail and dedication makes a real impact, we want to hear from you!

Requirements

• High school diploma or equivalent is required.
• Minimum of one year administrative/clerical experience and/or training is required.
• 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.
• Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required.
• Valid Drivers License

Nice To Haves

• Life, Accident and Health insurance license preferred or willing to obtain upon hire.

Responsibilities

• Provide invaluable support to EB service and sales teams, fostering strong client relationships
• Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency
• Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information
• Offer project assistance to Client Managers, contributing to the success of strategic initiatives

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED