Personal Lines Client Manager

M3 Insurance•De Pere, WI

1d•Hybrid

About The Position

Are you dedicated to providing exceptional customer service and maintaining strong client relationships? M3 is seeking a skilled Personal Lines Client Manager to support our Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts. As a Personal Lines Client Manager, you will leverage your insurance knowledge and professional communication skills to assist clients, maintain relationships, and ensure a high level of client satisfaction. You will work closely with the Client Executive and other M3 staff to achieve this. 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. 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. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely in a flexible hybrid model after the initial onboarding period while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

Requirements

Minimum of four years of property and casualty insurance agency or company experience OR education in commercial insurance desired.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Property and Casualty License or ability to obtain within 120 days.
Strong organizational, communication, and customer service skills.
Ability to manage time effectively and prioritize tasks.
Professional demeanor and the ability to maintain confidentiality.

Responsibilities

Lead service on assigned book(s) of business by organizing internal resources as appropriate.
Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing.
Work with Client Executive(s) and underwriters on new business and renewals.
Assist in cross-selling by offering additional coverages to clients and referring clients to other lines of business.
Maintain positive relationships with Client Executives, other agency staff, clients, and carriers.