M3 Insurance · 17 hours ago
Business Insurance Associate - Employee Benefits (Small Business)
M3 Insurance is seeking a motivated Business Insurance Associate to join their Sales Development Track, a comprehensive career development program designed to launch a rewarding insurance career. The role involves acquiring industry knowledge, building relationships with business leaders, and participating in the sales process to support the team's success.
Commercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
Acquire essential industry and product line knowledge in Employee Benefits
Demonstrate business acumen and relationship building skills to consult effectively with business leaders
Collaborate with sales leadership to identify, research, and pursue new business opportunities
Partner with Client Service and Risk Management teams to service and retain existing accounts
Actively participate in all stages of the sales process with emphasis on origination and prospecting
Lead prospect outreach and schedule appointments for Client Executives
Participate in association and networking events to build your professional network
Partner with Client Managers to process new and renewal business and review policies and quotes for accuracy
Prepare critical deliverables such as binders, certificates of insurance, and client reports
Assist with special requests as needed by clients (including but not limited to data collection, preparing reports, and researching questions)
Update Epic and Salesforce systems with pertinent prospecting and client activity notes
Qualification
Required
Bachelor's degree, or an associate's degree from an insurance program, or equivalent combination of relevant education and experience
Life, Accident, and Health Wisconsin Insurance License required or ability to obtain
Insurance designation required
Excellent verbal communication and interpersonal skills
Strong ability to prioritize and organize multiple tasks while managing interruptions
Demonstrated openness to learning new skills and genuine interest in the insurance industry
Ability to share experiences through written reports and presentations
Willingness to travel to client sites approximately 25% of the time
Flexibility to work standard business hours (8 AM to 5 PM, Monday through Friday)
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.
Funding
Current Stage
Growth StageRecent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
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