What are the responsibilities and job description for the Brokerage Client Manager position at M3 Insurance?
The Opportunity
Are you passionate about providing exceptional client service and supporting brokered products? M3 is seeking a skilled Brokerage Client Manager to support and assist our Brokerage team in servicing accounts, placing new business, and maintaining strong client relationships.
As a Brokerage Client Manager, you will utilize your insurance knowledge and professional communication skills to support the Brokerage Sales Team, ensure client satisfaction, and maintain accurate client files. You will work closely with the Brokerage Sales Team and other M3 staff to achieve this.
How You Will Make an Impact
- Provide client service for assigned book of business, including responding to customer service problems related to policies, coverages, claims, and accounting/billing.
- Process new and renewal policies, verifying requested coverages, and reviewing policies for accuracy.
- Prepare binders, certificates of insurance, cancellations, reinstatements, and other related insurance forms required by customers.
- 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.
What You Will Need to Succeed
- Bachelor’s degree preferred, or minimum two years of experience in insurance agency specializing in property and casualty commercial insurance, 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).
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.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon 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.
