M3 Insurance Solutions, Inc.

  • Employee Benefits Account Manager

    Job Locations US-WI-Madison
    Posted Date 2 weeks ago(2 weeks ago)
    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 Department

    In Employee Benefits Client Services, we strive to deliver superior and strategic services to our clients in the placement and renewal of their Employee Benefits insurance plans.  Our teams are located in Madison, Waukesha, Green Bay, and Wausau.  In partnership with the Account Executives, our Account Managers and Support Specialists work together to leverage our Carrier Partners and M3 resources to take care of clients’ needs every day.  We work hard and enjoy the rewards of collaboration, innovation, and enthusiasm for the work we do.


    The Role

    The Employee Benefits Account Manager (AM) supports and assists the sales staff in writing new business, and retaining and servicing commercial accounts with emphasis on maintaining positive client relationships through insurance knowledge and professional communication skills.


    Client Service

    • Build and maintain strong relationships with all clients and carriers on assigned book of business 

    • Provide client service in-house and in-the-field resolving claim, billing and late premium problems.  This includes responsibility for system documentation and communication with the Account Executive or supervisor for direction 

    • Meet with sales Account Executive on a regular basis to discuss workload, appointments and priorities

    • Processes new and renewal business, group proposal requests and system benefit changes

    • Review policies, amendments or quotes for accuracy


    • Assist the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance

    • Identify cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property & Casualty and Personal Lines

    • Work with Account Executive, other team members and carriers on new and renewal business and benefit changes; review policies to ensure proper issuance

    • Prepare request for proposals and related information to submit to carriers based on information provided by Account Executive or prospect.  Account Executives are primarily responsible for gathering this data and choosing markets for these prospects

    • Prepare standard spreadsheets in accordance with deadlines relating to appointments and renewal dates for prospects and customers

    Administrative Duties

    • Maintain life and health license and professional skills through continuing education sessions

    • Organize and prioritize work-flow pertaining to assigned book of business

    • Review and utilize daily follow up activities in the agency management system

    • Schedule appointments at the direction of the sales Account Executive

    • Participate in meetings and the development of new procedures to help streamline workflow


    • High school diploma or equivalent is required

    • A minimum of one year insurance agency or company experience specializing in employee benefits or a minimum of one year equivalent combination of education and experience is preferred

    • Life and Health insurance license

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


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