Individual and Medicare Client Manager

M3 Insurance

  • Madison, WI
  • Permanent
  • Full-time
  • 23 days ago
Description :The OpportunityAre you ready to embark on a fulfilling career journey as an Individual and Medicare Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you.In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of Individual insurance and Medicare. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.How You Will Make an Impact
  • 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.
What You Will Need to Succeed
  • 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).
Join usYour role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.Who we areAs an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.What draws people to M3Autonomy— Being able to work towards a common goal, but how you get there is an open book.Immediate Impact— Every M3er can make an impact, from day one in any role.Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.People— Every M3er is unique in their own way, M3 is a collection of unique achievers.At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.Benefits as an M3erJoining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.Diversity, Equity & InclusionM3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.Licences & certifications INSL - Accident & Health
INSL - Life

M3 Insurance