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Employee Benefits Client Specialist

Employee Benefits Client Specialist

M3 InsuranceMadison, WI, US
3 hours ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Employee Benefits Client Specialist role at M3 Insurance

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 Employee Benefits (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 makes a real impact, we want to hear from you!

Responsibilities

  • 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.
  • Life, Accident and Health 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.
  • 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.
  • Who We Are and What We Offer

    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. We are 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; Immediate Impact; Powered by Team; People.

    Benefits As An M3er : Our benefits package includes flexible time-off, paid parental leave, employee appreciation events, volunteering opportunities, and a profit-sharing program. These benefits reflect our commitment to nurturing and retaining top talent.

    Diversity, Equity & Inclusion : M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action.

    Equal Employment Opportunity : M3 is committed to providing equal employment opportunity for all qualified individuals regardless of age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability, family responsibilities, or other protected status. We observe all relevant non-discrimination laws and will make reasonable accommodations as appropriate. All employment decisions are based on ability to perform the job.

    In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

    Job Details

  • Seniority level : Entry level
  • Employment type : Full-time
  • Job function : Human Resources
  • Industries : Insurance
  • Referrals increase your chances of interviewing at M3 Insurance.

    Location : Madison, WI

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