Employee Benefits Client Manager

The Opportunity

Are you ready to embark on a fulfilling career journey as an Employee Benefits 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 commercial insurance. 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.

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, 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.

What You Will Need To Succeed

• Bachelor’s degree preferred, or minimum one year of experience in insurance agency specializing in employee benefits, or equivalent combination of education and experience.
• Life, Accident and Health insurance license preferred or willing to obtain upon hire.
• 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).
• Valid Driver’s License

Who We Are

As 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 M3

• Autonomy— 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.

Benefits

• Join 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.

Diversity, Equity & Inclusion

M3 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.

Equal Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.