Personal Lines Client Executive

3 weeks ago

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

As the Personal Lines Client Executive, you hold a pivotal role in the acquisition and retention of personal lines insurance accounts. Your primary focus is on cultivating robust relationships with clients and insurance carriers, driving new business opportunities, and providing steadfast support to existing clients. Your expertise lies in understanding client needs, tailoring insurance solutions, and ensuring seamless coverage experiences.

How You Will Make an Impact

  • Establish enduring relationships with clients and carriers, providing personalized guidance throughout the insurance process.
  • Collaborate with Client Executives to uncover new business prospects, utilizing various strategies such as referrals and networking.
  • Conduct thorough assessments of clients' insurance needs, recommending tailored coverage options.
  • Proactively identify and cultivate new business leads, ensuring quality prospects and maximizing revenue opportunities.
  • Maintain client loyalty through ongoing communication, personalized service, and targeted retention efforts.
  • Actively participate in professional development activities, managing workload efficiently while upholding agency standards and fostering positive relationships
What You Will Need to Succeed
  • Bachelor’s degree from a four-year college or university; OR
  • A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR
  • A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
  • Proven capability to effectively oversee and manage a book of business.
  • Skilled in delivering compelling presentations tailored for high-level clients.
  • Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
  • Strong analytical acumen to assess complex scenarios and formulate strategic solutions.


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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