M3 Insurance · 1 month ago
Employee Benefits Client Specialist
De Pere, WI
Full-time
Hybrid
Entry Level
1+ years expM3 Insurance is an independent insurance broker focused on managing risk and providing benefits to employees. The Employee Benefits Client Specialist will support the Employee Benefits Department by maintaining client satisfaction and data integrity while collaborating with service and sales teams.
Commercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
Provide invaluable support to EB service and sales teams, fostering strong client relationships
Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency
Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information
Offer project assistance to Client Managers, contributing to the success of strategic initiatives
Qualification
Required
High school diploma or equivalent is required
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
Preferred
Life, Accident and Health insurance license preferred or willing to obtain upon hire
Benefits
Flexible time-off
Paid parental leave
Employee appreciation events
Volunteering opportunities
Profit-sharing program
Company
M3 Insurance
About M3 M3 Insurance is a top private and independent insurance broker and risk management firm in the nation.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Elizabeth Dettman
Chief Financial Officer
Mike Moore
Chief Operating Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
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