M3 Insurance · 1 week ago
Employee Benefits Client Manager II
Madison, Wisconsin, United States
Full-time
Hybrid
Mid Level
3+ years expM3 Insurance is an insurance broker seeking an Employee Benefits Client Manager II to provide exceptional client service and build strong client relationships. The role involves supporting sales efforts, ensuring client satisfaction, and managing employee benefits accounts.
Commercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
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
Showcase your communication prowess as you promptly address client needs and cultivate strong, trust-based relationships
Process new and renewal business, group proposals, and system benefit changes with precision
Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise
Unlock opportunities for personal and professional growth in an environment that values your contributions and fosters development
Qualification
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
Proficiency in technical skills, including Microsoft Office suite and agency automation systems (e.g., EPIC)
Preferred
Bachelor's degree preferred and a minimum of three years of experience in insurance agency specializing in employee benefits, OR a minimum of three years equivalent combination of education and experience is 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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