Business Operations Advisor

Business Operations Advisor We are seeking a dynamic Business Operations Advisor to serve as a technical expert and consultant to our Client Service teams. This individual will play a pivotal role in designing and delivering training programs, supporting our insurance licensing processes, and leading system-wide technical initiatives with education and learning components. The ideal candidate will be a trusted consultant who specializes in core product lines while serving the broader organization through cross-departmental initiatives. This role requires someone who can assess training needs, develop comprehensive curriculum, and manage vendor partnerships while maintaining the highest standards of quality and efficiency. This role is instrumental in ensuring our M3ers continue to grow and develop the technical knowledge and skills necessary for success. Conduct training needs assessments and develop comprehensive training programs for M3 employees in partnership with Client Service Leadership Design and implement innovative training methods using blended learning approaches, including instructor-led, self-guided, and on-demand formats Facilitate specialized training focused on enhancing Client Service teams' knowledge, skills, and abilities Support the insurance licensing process and ensure M3ers have the resources needed to obtain product line specific licenses Serve as the lead point of contact for Shared Resource outsourcing vendor operations, managing day-to-day activities and vendor relationships Partner with Talent Development to leverage the Learning Management System and ensure consistent learning strategies Create assessments and evaluation methods to measure training program effectiveness and ensure adherence to critical business processes Collaborate on system-wide technology projects that impact Service teams and include learning and development components Bachelor's degree from a four-year college or university required Minimum of 3+ years of insurance industry and training experience, or equivalent combination of education and experience Strong Microsoft Office skills, particularly PowerPoint and Excel Property & Casualty Wisconsin Insurance license required Experience in Applied Epic, TAM, or MS Access preferred Exceptional communication, problem-solving, and relationship-building skills Demonstrated ability in facilitation, training program development, and vendor management Strong organizational and planning abilities with attention to detail Valid Driver's License and compliance with M3's motor vehicle safety program 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. 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. 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. 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. 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. 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.

Created: 2026-03-10