Support Associate, Property & Casualty

At Hausmann Group we empower our associates to deliver exceptional support aligned with our Core Values. The Support Associate is an entry-level role providing daily support to the Property & Casualty team through document handling client materials preparation and routine operational tasks.

This role handles insurance documents correspondence and client-facing materials with accuracy and attention to detail. Responsibilities include processing policy documents in the agency management system routing dividend checks preparing mail responding to routine and time-sensitive requests and supporting data cleanup and process improvements.

This position is well-suited for someone who is highly organized detail-oriented and enjoys structured work. Insurance experience is not required; training will be provided.

• Attention to Detail: Accurately complete tasks ensuring that all aspects are correct. Providing high quality results by being precise and thorough. Download upload and accurately index policy documents in the agency management system in accordance with established naming conventions and procedures. Review documents for accuracy and completeness. Follow established workflows procedures and checklists to ensure tasks are completed accurately.
• Communication: Present information clearly concisely and accurately. Communicates at a level appropriate to the audience and provides a level of detail necessary for the situation. Serve as the primary point of contact for routing Property & Casualty dividend checks. Prepare outgoing mail and process returned correspondence. Respond to routine requests and time sensitive team needs with the appropriate level of urgency.
• Collaboration: Be respectful of diverse thoughts views and approaches. Build partnerships and work collaboratively with others to meet shared objectives. Participate in departmental or agency projects data cleanup initiatives and process improvement efforts as assigned.
• Organization: Works with others to set reasonable deadlines follows up and communicates status of requests and projects. Establish prioritize and organize tasks and objectives to manage time and resources appropriately. Prioritize and manage time to meet deadlines. Prepare format print and bind client-facing proposals presentations and service materials. Assemble mailings and manage outgoing and returned correspondence.

• 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.
• Strong attention to detail and accuracy
• Ability to follow instructions and established processes
• Comfortable performing repetitive tasks
• Strong organizational and time-management skills
• Dependable with strong follow-through
• Basic proficiency in Microsoft Office (Outlook Word Excel)
• Willingness to learn agency systems (Epic) and insurance terminology
• High degree of self-motivation ability to make decisions and be part of a service focused Team.

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:

• Position will be headquartered in the Madison Wisconsin office.
• Regular in-office attendance is required five (5) days per week.
• Reliable transportation to and from work is required.

Hausmann Group is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all associates and applicants. We provide reasonable accommodations 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.