M3 Insurance Solutions, Inc.

  • Employee Benefits Client Services Manager

    Job Locations US-WI-Milwaukee
    Posted Date 6 months ago(5/2/2018 8:43 AM)
    Job ID
    # of Openings
    Client Services
  • Overview

    Founded in 1968, M3 Insurance is Wisconsin’s largest privately held insurance agency, providing employee benefits, property & casualty, executive benefits, employer-sponsored retirement plans and personal lines. M3 serves clients across the country from five Wisconsin offices and is consistently ranked in the top 1% of insurance brokers nationwide.

    Our Total Rewards Philosophy
    M3’s philosophy around total rewards is to exceed the market. In addition to competitive salaries, rich benefits, volunteer time off and free popcorn Fridays, M3 was named one of The Principal 10 Best Companies 2012 for Employee Financial Security. Our unwavering commitment to our employees' long-term financial well-being is what helped us earn this national acclaim.

    The Role
    Responsible for the leadership, development, supervision and deployment of the Employee Benefits Client Service staff in all five of our regional offices.


    Leadership and Development

    • Provide leadership and employee development support to the Employee Benefits Client Service staff. Includes continuous modeling and communication of M3 Vision, Strategies, Values, and Goals.
    • Assist staff with development, deployment and monitoring of individual career plans.
    • Lead, coach and assist staff with building and maintaining successful Account Executive working relationships, as well as, Carrier working relationships.
    • Overall motivation and engagement of client service staff.
    • Work with the Director of Client Services to ensure we are creating an environment that supports employee growth and development and empowers employees to contribute.


    • Evaluate performance and provide continuous feedback to ensure professionalism in the agency and high level technical and professional skills of staff.
    • Manage department personnel to achieve M3 goals and strategies based on a high level of customer service to clients.
    • Interview, hire, train, evaluate, discipline and terminate employees.
    • Assess staff compensation based on performance and market conditions.
    • Analyze and manage expenditures of the department to conform to budget.

    Client Service Deployment

    • Assist with the development, implementation and communication of the M3 Client Service model
    • Assist and/or facilitate client and carrier resolution with staff
    • Oversee the completion and communication of compliance auditing
    • Coordinate and monitor workflows and procedures with staff to ensure high quality service and compliance to agency standards; continuously work with Professional Development and make recommendations for improvement on standards, workflows and procedures.
    • Plan, assign, and direct work. 
    • Stay current with agency automation system and other business operating techniques 
    • Assist Director of Client Services in defining client satisfaction benchmarks and measurement tools
    • Take into consideration the ramifications of decisions on M3 clients and carriers as part of planning and decision-making processes
    • Actively participate in development of training practices and procedures


    • Bachelor's degree (B. B. A.) in business from four-year college or university or training, or equivalent combination of education and experience is required. 
    • A minimum of two – four years related management/supervisory and insurance industry experience is preferred.
    • Wisconsin Insurance license


    Please note that M3 is an equal employment opportunity employer functioning under an affirmative action plan.


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