Jennifer Cordy
Client Executive @ M3 Insurance | Employee Benefits Advisor
- Role
- Client Executive at M3 Insurance
- Location
- Rhinelander, WI, US
- LinkedIn followers
- 500 followers
About Jennifer Cordy
I didn’t choose a career in health insurance, it chose me.My original plan was to help my family, friends and neighbors plan for their short-term and long-term financial goals. It seemed like an appropriate choice given my bachelors in business administration and minors in accounting and human resources. I enjoyed crunching numbers and building lasting business relationships. But deep down I knew something was missing – I didn’t love financial planning.The \"aha moment\" happened as I was researching answers to health insurance questions for my clients during their financial advising appointments. I relished the challenge of helping my family, friends and neighbors find a health insurance plan that suited their lifestyle, needs and budget. So, after some time, I traded conversations on investments and annuities for discussions about premiums and deductibles. And I’ve never looked back.I am passionate about helping people. I love partnering with employers and delivering cost-effective, quality solutions to help them sleep a little easier at night. The health insurance industry isn’t sexy, flashy or cute. I certainly never envisioned myself in this field – but yet, my work brings me joy and purpose. I love being an educational resource for others. It’s very rewarding.Feel free to reach out if you’d like some assistance navigating the sometimes muddy waters of health insurance, or if you’re curious to know what’s new in or around the north woods. At M3 Insurance - Employee Benefits, I’m all about building relationships so that I can help employers reach their best health with access to affordable and high quality health insurance.
Experience
Client Executive
Jan 2026 — Present · Wausau, WI, US
At M3 Insurance, I specialize in developing tailored employee benefit strategies that align with both company culture and financial objectives. My role emphasizes building strong, lasting relationships with employers and their teams, ensuring that their unique needs are met through innovative solutions.
Education
University of Wisconsin-Eau Claire
B.S., Business Adminstration
1995 — 1997
University of Wisconsin-Stevens Point
B.S., Business Administration with Minors in Accounting & Human Resources
1998 — 2000
Skills
- Strategic Planning
- Financial Planners
- Mortgage Lending
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Insurance
- Life Insurance
- Underwriting
- Retirement Planning
- Disability Insurance
- Health Insurance
- Securities
- Public Speaking
- Estate Planning
- Wealth Management
- Banking
- Risk Management
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