M3 Insurance
The Retirement Plan Manager II will serve as the primary point of contact for employer‑sponsored retirement plan clients, handling service inquiries, new business processing, and renewal cycles. The role involves building and maintaining client and vendor relationships, delivering educational meetings, and ensuring compliance while supporting cross‑selling initiatives within M3 Financial.
M3 Monagan Miller McCreary Insurance Agency is a full service insurance agency offering the best insurance options across all of California, including Tracy, Manteca, Danville, San Ramon, Dublin, Pleasanton, Livermore, the Bay Area and Central Valley.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for M3 Insurance.
M3 Insurance didn’t post a salary, so this is our estimate from similar listings.
14% below the average for this role