Employee Benefits Client Executive - Small Market at M3 Insurance

The Opportunity

Are you a dynamic sales professional ready to drive business growth in a thriving insurance environment? As a Employee Benefits Client Executive - Small Market at M3, you'll be at the forefront of our sales initiatives, building and maintaining client relationships while partnering with other Client Executives to identify and secure new business opportunities. This role offers an exciting blend of sales strategy, client consultation, and relationship building, making it an ideal opportunity for ambitious insurance professionals looking to make a significant impact in a growing organization.

How You Will Make an Impact

• Take ownership of your client portfolio, building strong relationships while identifying and developing new business opportunities through referrals and centers of influence.
• Design customized insurance plans and recommend coverages that address clients' unique needs, making compelling sales presentations to prospective and existing clients.
• Partner strategically with Client Executives across markets to receive referrals and transfer accounts that align with the Small Market segment.
• Provide exceptional service to assigned accounts, ensuring prompt and accurate responses to clients' needs while consulting on overall insurance programs.
• Maintain strong carrier relationships and actively cross-sell agency services to maximize client value and business growth.

What You Will Need to Succeed

• Bachelor's degree from a four-year college or university; OR a minimum of four years insurance agency or company experience; OR equivalent combination of education and experience, preferably in sales.
• Wisconsin Insurance license required, with additional insurance designations desired.
• Strong product and carrier experience preferred.
• Excellent communication skills with the ability to build lasting relationships and make high-level presentations.
• Sharp problem-solving abilities with excellent analytical skills to design appropriate insurance solutions.
• Demonstrated proficiency in Microsoft Windows based software applications, including Word, Excel and PowerPoint.
• Valid driver's license and strong organizational skills to manage multiple priorities in a fast-paced environment.

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.