Property and Casualty Client Manager

4 weeks ago

Wisconsin Rapids, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time
About the Opportunity

We are seeking a highly motivated and experienced Property and Casualty Client Manager to join our team. As a key member of our sales team, you will be responsible for managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership.

Key Responsibilities
  • Manage assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership.
  • Act as the primary point of contact for clients regarding insurance policies, coverages, claims, and billing inquiries.
  • Spearhead the renewal process, lead marketing efforts, and secure new business placements, supported by the guidance of our Client Executives.
  • Cultivate strong, long-term relationships with clients and carriers alike, fostering trust and collaboration.
  • Grow your expertise in insurance policies, coverage, and industry trends through continuous learning and development opportunities.
Requirements
  • Bachelor's degree preferred, or minimum two years of experience in insurance agency specializing in property and casualty, or equivalent combination of education and experience.
  • Property and Casualty 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 management systems (e.g., EPIC).
About M3

M3 is a privately owned and independent insurance broker that helps clients manage risk, purchase insurance, and provide benefits to their employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans.

What We Offer
  • Autonomy to work towards a common goal, with the freedom to choose how to achieve it.
  • Immediate impact, with opportunities to make a difference from day one in any role.
  • A collaborative and supportive work environment, where team members build trust and share responsibility.
  • A diverse and inclusive workplace, where every employee is valued and empowered to thrive.
  • A comprehensive benefits package, including flexible time-off, paid parental leave, and employee appreciation events.
  • A profit-sharing program, where every member of our team shares in the success of our organization.

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