Hausmann Group · 3 weeks ago
Select Client Executive, Employee Benefits
Madison, WI or Milwaukee, WI
Full-time
Hybrid
Mid Level
3+ years expHausmann Group is dedicated to empowering associates to provide exceptional support and guidance to clients and employees. The Select Client Executive, Employee Benefits serves as the primary point of contact for small group clients, ensuring satisfaction and value delivery while managing a substantial book of business.
Commercial InsuranceFinancial ServicesInsuranceReal Estate
Responsibilities
Manage and retain a diverse book of business by ensuring client satisfaction and building long-term relationships
Develop a deep understanding of clients’ immediate needs and future goals to maximize value delivery
Act as a strong advocate for clients, prioritizing their needs and delivering proactive, digital-first solutions aligned with renewal schedules
Independently identify and resolve issues using innovative approaches, while anticipating challenges before they arise
Drive growth by uncovering opportunities to expand services and strengthen profitability
Continuously review and refine the client service model to improve efficiency, scalability, and overall client satisfaction
Provide digital tools and resources that empower clients with self-service options, educational materials, and actionable insights
Foster cross-functional collaboration through proactive communication with the Property & Casualty (P&C) team to ensure alignment
Leverage data and analytics to monitor performance, identify trends, and inform strategic improvements
Implement strategies that streamline workflows and reduce redundancies while guiding clients through cost management and planning processes
Adapt quickly to changing priorities and schedules with flexibility and professionalism
Collaborate with clients and insurance carriers to establish realistic deadlines, provide timely follow-ups, and communicate project status clearly
Prioritize and organize tasks effectively to manage time and resources for optimal productivity
Maintain accurate, up-to-date records of work activities and projects, ensuring transparency and accountability
Present information clearly, concisely, and accurately to ensure understanding and engagement
Communicate at a level appropriate to the audience and provide a level of detail necessary for the situation to inform, educate and support effectively
Navigate difficult conversations with tact, professionalism, and a solutions-orientated approach
Serve as a source for best practices in communication and utilize appropriate tools for internal and external messaging
Qualification
Required
3+ years of experience in client management, account management, or sales—preferably in insurance, healthcare, or employee benefits
Strong understanding of small group insurance products, regulations, and compliance requirements
Excellent written and verbal communication skills, with the ability to convey complex information clearly and effectively
Proven ability to manage multiple clients and priorities simultaneously in a fast-paced environment
You know your way around a computer and won't have any concerns navigating an array of carrier websites, internal systems, and generating reports and spreadsheets from multiple data sources
Obtain and maintain a Wisconsin Life & Health Insurance license within 90 days of completing the insurance licensing class
Able to work in a stationary position 90% of the time
Constantly able to operate a computer and other office productivity machinery 90% of the time
Constantly able to observe details, including letters, numbers and colors, at close range
Able to move or transport objects weighing up to 10lbs. Frequency and duration will vary
A valid driver's license and reliable transportation are required
Benefits
Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.
Company
Hausmann Group
At Hausmann Group we help clients anticipate and navigate life’s unexpected challenges.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase