Employee Benefits Senior Client Manager

M3 Insurance•Town of Ledgeview, WI

2h•Hybrid

About The Position

As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.

Requirements

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).
Valid Driver's License.

Nice To Haves

Bachelor’s degree or minimum of five years insurance agency or company experience OR a minimum of five years equivalent combination of education and experience is preferred.
An applicable insurance designation is desired.
Life, Accident and Health insurance license preferred or willing to obtain upon hire.

Responsibilities

Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision.
Play a pivotal role in cross-selling and rounding out accounts, as well as leading renewal negotiations and claims resolution. Process new and renewal business, group proposals, and system benefit changes with precision.
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.
Forge enduring connections with clients and carriers alike, cultivating robust relationships built on trust and reliability.
Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
Serve as a mentor and leader within the team, guiding less experienced members and contributing to team cohesion through identifying opportunities for improvement.
Unlock opportunities for personal and professional growth in an environment that values your contributions and fosters development.