Employee Benefits Client Executive - Eau Claire Market
M3 Insurance, Eau Claire, WI, United States
Overview
At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations.
In this role, you will prospect, solicit, quote, and close new commercial insurance accounts while nurturing and advising existing clients. Working closely with Sales Leadership, you will set and strive toward specific sales goals and service standards.
Responsibilities
Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
Maintain client information, continuously analyzing and optimizing our book of business for growth and profitability.
Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
Effectively manage workload, appointments, and monthly sales goals with precision and organization.
Qualifications
Bachelor’s degree from a four‑year college or university; OR
A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting; OR
A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
Possession of an advanced degree or recognized insurance designation is highly advantageous.
Proven capability to effectively oversee and manage a book of business.
Skilled in delivering compelling presentations tailored for high‑level executives.
Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
Strong analytical acumen to assess complex scenarios and formulate strategic solutions.
Join Us Join M3 and contribute to a team that values client support, effective communication, and quality assurance.
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.
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.
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In this role, you will prospect, solicit, quote, and close new commercial insurance accounts while nurturing and advising existing clients. Working closely with Sales Leadership, you will set and strive toward specific sales goals and service standards.
Responsibilities
Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
Maintain client information, continuously analyzing and optimizing our book of business for growth and profitability.
Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
Effectively manage workload, appointments, and monthly sales goals with precision and organization.
Qualifications
Bachelor’s degree from a four‑year college or university; OR
A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting; OR
A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
Possession of an advanced degree or recognized insurance designation is highly advantageous.
Proven capability to effectively oversee and manage a book of business.
Skilled in delivering compelling presentations tailored for high‑level executives.
Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
Strong analytical acumen to assess complex scenarios and formulate strategic solutions.
Join Us Join M3 and contribute to a team that values client support, effective communication, and quality assurance.
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.
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.
#J-18808-Ljbffr