What are the responsibilities and job description for the Property and Casualty Senior Client Manager - Small Market (Elevate) position at Wisconsin Collaborative for Healthcare Quality?
The Opportunity
Are you ready to take your insurance career to new heights? As an Elevate Senior Client Manager, you'll be at the forefront of client relationship management, leveraging your insurance expertise, professional communication skills, and leadership abilities. Leading client meetings independently and managing a book of business, you'll showcase your expertise while mentoring and guiding your team to success. This role offers a perfect blend of client management, service leadership, and business development, making it an ideal opportunity for ambitious professionals looking to make a significant impact.
How You Will Make an Impact
- Take ownership of client relationships, acting as the primary point of contact for your assigned book of business, ensuring client needs are met promptly and accurately.
- Lead and conduct various client meetings independently, including employee meetings, compliance audits, coverage reviews, and renewal meetings.
- Process new and renewal policies, verify coverages, and review policies for accuracy using our agency management system (EPIC).
- Cross-sell and round out accounts when appropriate, contributing to business growth and client satisfaction.
- Serve as a mentor and leader within the Elevate practice group, guiding less experienced staff and contributing to team cohesion.
- Collaborate with Client Executives on new business and renewals, preparing applications and selecting potential placement markets.
- Manage billing and accounting tasks, including invoicing, premium finance contracts, and assisting in the collection process.
- Continuously expand your insurance knowledge and expertise, staying current with industry trends and best practices.
What You Will Need to Succeed
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.
