Client Experience Coordinator

The Opportunity

Are you an individual who thrives in a dynamic office environment and loves creating exceptional first impressions? As a Client Experience Coordinator at M3, you'll be the welcoming face and professional voice of our organization, setting the tone for every client interaction. This role offers an exciting opportunity to be at the center of our operations, where your organizational skills and customer service excellence will directly impact our clients' experience and our team's success.

How You Will Make an Impact

• Serve as the first point of contact for all visitors and callers, creating a welcoming and professional atmosphere that reflects M3's commitment to excellence.
• Answer and route incoming calls with exceptional customer service, ensuring every interaction leaves a positive impression.
• Greet and announce visitors professionally, establishing strong first impressions that set the stage for successful business relationships.
• Manage all incoming deliveries, faxes, and special mail, ensuring timely and accurate distribution to appropriate team members.
• Lead safety and compliance protocols in the main lobby area, maintaining a secure and organized environment.
• Support the Administration Department with data entry, project work, and client communications as needed.
• Maintain the office lobby in an orderly and professional manner, creating an inviting space for clients and visitors.
• Train and coordinate backup support to ensure consistent client experience coverage during absences.

What You Will Need to Succeed

• High school diploma or equivalent is required.
• Minimum of one year receptionist or office coordinator experience and/or training.
• Excellent customer service skills with a natural ability to make people feel welcome and valued.
• Outstanding written and verbal communication skills, with the ability to communicate effectively with high-level executives.
• Strong interpersonal skills and professional demeanor at all times.
• Ability to prioritize and organize multiple tasks efficiently, even with frequent interruptions.
• Excellent PC skills and demonstrated knowledge of Microsoft Office products.
• Strong problem-solving abilities and attention to detail.
• Ability to work in-office during office hours of 7:45 am to 4:45 pm, Monday through Friday.
• Bilingual in Spanish is preferred.

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 every so often 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 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.