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M3 Insurance · 4 months ago

Property and Casualty Client Manager - Senior Living & Social Services

De Pere, WI

Full-time

Hybrid

Entry, Mid Level

2+ years exp

M3 Insurance is an insurance broker that focuses on managing risk and providing benefits to clients. The Property & Casualty Client Manager role involves supporting sales efforts, ensuring client satisfaction, and managing client relationships in the commercial insurance landscape.

Commercial InsuranceHealth CareHealth InsuranceInsurance

Growth Opportunities

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

Qualification

PropertyCasualty insuranceInsurance policies knowledgeMicrosoft Office proficiencyAgency management systemsVerbal communicationWritten communicationTeam player mentality

Required

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)