Property and Casualty Client Specialist

M3 Insurance•Madison, WI

13d•Hybrid

About The Position

As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication. Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail-oriented communicator who thrives in fast-paced settings, join us and be at the forefront of shaping exceptional client experiences!

Requirements

High school diploma or equivalent is required.
Property and Casualty insurance license preferred or willing to obtain upon hire.
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.

Nice To Haves

Property and Casualty insurance license preferred

Responsibilities

Provide support to our Property and Casualty service and sales teams.
Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction.
Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards.
Navigate our agency management system, Epic, with finesse to process policy changes seamlessly.
Offer project assistance to our Client Managers as required, contributing to team synergy and success.