Personal Lines Client Manager

M3 Insurance
US - Wisconsin - Wisconsin Rapids
July 3, 2024

The Opportunity

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.

How You Will Make an Impact

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.

What You Will Need to Succeed

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.

Join Us

Join M3 and contribute to a team that values client support, effective communication, and quality assurance. Apply now to be a part of our dynamic Personal Lines team!

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.

Who We Are

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.

What Draws People to M3

Autonomy- Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact- Every M3er can make an impact, from day one in any role.

Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People- Every M3er is unique in their own way, M3 is a collection of unique achievers.

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.

Benefits as an M3er

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.

Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

Read the full job description and apply online on the recuiter's web-site

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