Individual and Medicare Client Manager
M3 Insurance
- Madison, WI
- Permanent
- Full-time
- 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, 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.
- Bachelor’s degree preferred, or minimum one year of experience in insurance agency specializing in employee benefits, medicare, individual health, or equivalent combination of education and experience.
- 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).
INSL - Life