Client Specialist

Employee Benefits Client Specialist at M3 Insurance

Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our Employee Benefits (EB) Department.

Are you passionate about providing exceptional client service and ensuring data accuracy? 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 make a real impact, we want to hear from you!

• 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

• 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.
• Knowledge of insurance products, markets, sales processes, and workflow procedures.
• Team player mentality, delegating effectively and fostering trust among colleagues.
• Proficiency in Microsoft Windows‑based software applications, including Word, Excel, and PowerPoint.

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.

As an insurance broker, M3 helps clients manage risk, purchase insurance, and provide benefits to their employees. We partner on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer‑sponsored retirement plans. We’re privately owned and independent, meaning we do what’s best for our clients, not Wall Street or private equity.

• Autonomy— Being able to work toward a common goal, but how you get there is 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.

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package evolves to cater to our team members’ needs, including flexible time‑off, paid parental leave, employee appreciation events, volunteering opportunities, and a profit‑sharing program. These benefits support well‑being, satisfaction, and retention.

M3 is building a culture focused on learning and progression, empowering M3ers through education, inclusive conversations, and real action that supports the future we envision.

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/handicap, family responsibilities, non‑relevant arrest or conviction records, or any other basis protected by law. We observe all relevant non‑discrimination laws, including veterans’ status, and make reasonable accommodations for otherwise qualified individuals as appropriate.

Location
:
De Pere, WI

Seniority Level
:
Entry level

Employment Type
:
Full‑time

Job Function
:
Human Resources

Industry
:
Insurance