Insurance Client Service Specialist

2 days ago


Madison, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time
About the Role

We are seeking a highly skilled and detail-oriented Brokerage Client Specialist to join our team. As a key member of our sales and client management team, you will play a pivotal role in bolstering our business endeavors.

Key Responsibilities
  • Provide exceptional support to our Brokerage client service and sales teams.
  • Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction.
  • Efficiently handle policy tasks such as certificates, audits, and reviewing endorsements to adhere to our high service standards.
  • Navigate our agency management system, Epic, with finesse to process policy changes seamlessly.
  • Offer project assistance to our Client Managers as required, contributing to team synergy and success.
Requirements
  • High school diploma or equivalent is required.
  • Property and Casualty insurance license preferred or willing to obtain upon hire.
  • Minimum of one year administrative/clerical experience and/or training is required.
  • Demonstrated proficiency in professional verbal and written communication.
  • Team player mentality, delegating effectively and fostering trust among colleagues.
  • Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required.
What We Offer

As a valued member of our team, you will enjoy a dynamic and flexible work environment, with opportunities for growth and development. Our benefits package includes flexible time-off, paid parental leave, employee appreciation events, and volunteering opportunities, as well as a profit-sharing program that ensures every member of our team shares in our success.

About Us

M3 Insurance is a privately owned and independent insurance broker, dedicated to helping our clients manage risk and achieve their goals. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.



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