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Client Manager II

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: M3 Insurance
Full Time position
Listed on 2026-01-17
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Employee Benefits Client Manager II

Employee Benefits Client Manager II

Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager II? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you.

How You Will Make An Impact
  • Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service.
  • Organize workflow, schedule appointments, and contribute to streamlining procedures to support sales efforts effectively.
  • Showcase your communication prowess as you promptly address client needs and cultivate strong, trust‑based relationships.
  • Process new and renewal business, group proposals, and system benefit changes with precision.
  • Immerse yourself in the world of insurance, continuously expanding your knowledge and expertise.
  • Unlock opportunities for personal and professional growth in an environment that values your contributions and fosters development.
What You Will Need To Succeed
  • Bachelor’s degree preferred and a minimum of three years of experience in an insurance agency specializing in employee benefits, OR a minimum of three years equivalent combination ofhler?"
  • Demonstrated proficiency in professional verbal and written communication.
  • Knowledgeable about insurance products, markets, sales processes, and workflow procedures.
  • Proficiency in technical skills, including Microsoft Office suite and agency automation systems (e.g., EPIC).
  • Life, Accident and Health insurance license preferred or willing to obtain upon hire.
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’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.
  • Dynamic flexible work environment. Enjoy the flexibility to work remotely in a flexible hybrid schedule while still fostering collaboration and innovation in‑person in our office spaces. We prioritize work‑life balance and empower our employees to thrive in a supportiveஎ 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 ďtp § 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.

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 futureouz we unconstitutional."

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…
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