Property and Casualty Client Manager - Construction & Real Estate

M3 Insurance•De Pere, WI

26d•Hybrid

About The Position

Are you ready to embark on a fulfilling career journey as a Property & Casualty 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. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued. 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 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

Bachelor’s degree preferred, minimum two years of experience in insurance agency specializing in property and casualty, OR equivalent combination of education and experience.
Property and Casualty 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 management systems (e.g., EPIC).

Responsibilities

Managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership.
Act as the primary point of contact for clients regarding insurance policies, coverages, claims, and billing inquiries.
Spearhead the renewal process, lead marketing efforts, and secure new business placements, supported by the guidance of our Client Executives.
Cultivate strong, long-term relationships with clients and carriers alike, fostering trust and collaboration.
Grow your expertise in insurance policies, coverage, and industry trends through continuous learning and development opportunities.