What are the responsibilities and job description for the Personal Lines Client Manager position at M3 Insurance?
The Opportunity
Are you dedicated to providing exceptional customer service and maintaining strong client relationships? M3 is seeking a skilled Personal Lines Client Manager to support our Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts.
As a Personal Lines Client Manager, you will leverage your insurance knowledge and professional communication skills to assist clients, maintain relationships, and ensure a high level of client satisfaction. You will work closely with the Client Executive and other M3 staff to achieve this.
How You Will Make an Impact
- Lead service on assigned book(s) of business by organizing internal resources as appropriate.
- Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing.
- Work with Client Executive(s) and underwriters on new business and renewals.
- Assist in cross-selling by offering additional coverages to clients and referring clients to other lines of business.
- Maintain positive relationships with Client Executives, other agency staff, clients, and carriers.
What You Will Need to Succeed
- Minimum of four years of property and casualty insurance agency or company experience OR education in commercial insurance desired.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Property and Casualty License or ability to obtain within 120 days.
- Strong organizational, communication, and customer service skills.
- Ability to manage time effectively and prioritize tasks.
- Professional demeanor and the ability to maintain confidentiality.
- Valid Drivers License.
Join Us
Join M3 and contribute to a team that values client support, effective communication, and quality assurance. Apply now to be a part of our dynamic Personal Lines team!
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 in a flexible hybrid model after the initial onboarding period 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.