Property and Casualty Client Specialist Continuous Opening

M3 Insurance
US - Wisconsin - Wisconsin Rapids
July 1, 2024
Financial

Our "Continuous Opening" opportunity is designed to help our talent acquisition team continue building a pipeline with outstanding candidates. While we don't have an open role at this time, we are always open to connecting with great talent.

Offices located in Wisconsin: Madison, Milwaukee, Green Bay, Kenosha, Fond Du Lac, Wausau, and Eau Claire

Office located in Illinois: Rockford

The Opportunity

As a 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!

How You Will Make an Impact

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.

What You Will Need to Succeed

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.

Join us

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.
Associated topics: commission, customer, guest, inside sales, insurance agent, lead sales agent, phone, retail, sales agent, sales representative

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

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