Employee Benefits Client Specialist

2 weeks ago

Wausau, United States Wisconsin Collaborative for Healthcare Quality Full time
The Opportunity

Are you passionate about providing exceptional client service and ensuring data accuracy? Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our EB Department

In this dynamic position, you'll collaborate closely with service and sales teams, utilizing your organizational prowess to maintain client satisfaction and data integrity. If you thrive in a fast-paced environment where your attention to detail and dedication make a real impact, we want to hear from you

How You Will Make an Impact

  • Provide invaluable support to EB service and sales teams, fostering strong client relationships
  • Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency
  • Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information
  • Offer project assistance to Client Managers, contributing to the success of strategic initiatives
What You Will Need to Succeed
  • High school diploma or equivalent is required.
  • Minimum of one year administrative/clerical experience and/or training is required.
  • 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.

  • Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required.


Join us

Your 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 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.

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 M3er

Joining 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 & 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.

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