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Jeff Anderson

RHU, ARM, GBDS
Jeff Anderson Tee Up Fore a Cure
Senior Client Executive
Financial Institutions Practice Lead
Partner

Get to know Jeff

Favorite Smell
Fresh espresso
My Inner Beast
Clydesdale horse
Never Have I Ever
Ziplined! No thanks
I’d Eat That
Anything ghost pepper
Motivated By
Stewardship
Best New Thing
Cost transparency
Bring Back
Bring Back
MC Hammer pants
Don't Laugh At My…
Laughing Emoticon
Corporate politics

Jeff Anderson is a senior client executive, partner, and financial institutions practice lead at M3. Specializing in employee benefits placement and service, he supports the agency’s efforts to gain new business and build lasting client relationships. In his role, Anderson works with clients to design and implement employee benefit programs, manage risk, and maintain appropriate levels of coverage.

As the financial institutions practice lead, Anderson brings dedicated expertise to banks, credit unions, and other financial organizations. He guides these clients through the complexities of employee benefits within their industry, aligning benefit strategies with organizational goals, regulatory expectations, and competitive talent needs.

Anderson is committed to developing comprehensive employee benefits programs that support each client’s overall goals and culture. He places particular emphasis on minimizing, monitoring, and controlling risk through effective, data‑driven insurance strategies.

  • Earned bachelor’s degree in public relations with a minor in marketing from the University of Wisconsin-Whitewater
  • Gained relevant experience through time in the financial services field with Strong Capital Management, Northwestern Mutual and Willis of Wisconsin
  • Joined M3 in 2009

Designations

  • Wisconsin-licensed life and health agent
  • Wisconsin-licensed property and casualty agent
  • Registered Health Underwriter (RHU)
  • Associate in Risk Management (ARM)
  • Group Benefits Disability Specialist (GBDS)

Involvement

  • Family Service of Waukesha, board of directors
  • Waukesha County Business Alliance, active participant