Select Client Executive, Employee Benefits

At Hausmann Group we empower our associates to provide exceptional support & guidance to our clients and employees which aligns with our Core Select Client Executive Employee Benefits serves as the primary point of contact for small group clients ensuring satisfaction retention and value delivery while managing a substantial book of business. This role partners with external stakeholders to coordinate services and resolve issues related to renewals and open enrollment. Additionally the position focuses on optimizing the service model for scalability and operational excellence while maintaining alignment with the Property & Casualty (P&C) team to provide a cohesive client experience.

• Account Management: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.
• Strategic Service Focus: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.
• Organization: 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.
• Communication: 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.

• 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.
• 3 years of experience in client management account management or salespreferably 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 wont 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.

Physical Requirements:

• 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.

Working Conditions:

• The position will be based in Madison Wisconsin or Milwaukee Wisconsin.
• Regularly work during our core business hours: Monday through Friday 8am-4:30pm.
• A valid drivers license and reliable transportation are required.
• Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.

Hausmann Group is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all associates and applicants. We provide reasonable accommodation to qualified individuals with disabilities to ensure they can perform essential job functions. If you require an accommodation due to a disability please contact Human Resources.

Dont meet every single requirement At HG we are dedicated to building a diverse inclusive and authentic workplace. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we encourage you to apply anyways. You may be just the right candidate for this or other roles.