Employee Benefits Client Manager II

M3 Insurance
Madison, WI
Category Accounting
Job Description
Employee Benefits Client Manager II at M3 Insurance, responsible for supporting sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of employee benefits.

Requirements

  • 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
  • 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)
  • 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
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