Hausmann Group · 1 day ago
Commercial Client Associate
Madison,WI,US
Full-time
Hybrid
Entry Level
1+ years expHausmann Group empowers its associates to provide exceptional support to clients and team members. The Commercial Client Associate will utilize organizational skills to manage client systems and workflows independently while effectively communicating with internal teams and carrier partners.
Commercial InsuranceFinancial ServicesInsuranceReal Estate
Responsibilities
Uses strong attention to details and organizational skills when updating and maintaining our client systems
Accurately and efficiently uses and updates our internal databases in Applied EPIC
Manages client policies by adding, changing, renewing, and terminating data under the direction of Client Managers
Effectively communicates with internal account teams and carrier partners to prioritize client needs & timelines
Obtains important documentation to support the client experience
Attends department meetings to stay up to date with carrier-specific information, as well as changes to workflows and procedures
Navigates internal resources to support client renewals, compliance, and marketing initiatives
Works with account teams to set reasonable deadlines, follows up and communicates status of requests and projects
Qualification
Required
Obtain and maintain a valid Wisconsin Property and Casualty Insurance Agents license within 90 days of hire
You represent Hausmann and undoubtedly live by our core values. Meaning, you are a kind and empathetic colleague that values a welcoming office environment for all, and you promote a culture of continuous improvement and innovation throughout the agency
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 20lbs. Frequency and duration will vary
Position will be based in Madison, Wisconsin
Regularly work during our core business hours: Monday through Friday, 8am-4:30pm
Preferred
High school diploma required, college degree preferred
One year of office experience in a business environment preferred
Benefits
Hybrid working environment with three days in the office and up to two days at home
Equal Opportunity Employer
Reasonable accommodations to qualified individuals with disabilities
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