Select Client Executive, Employee Benefits

The Hausmann Group•Milwaukee, WI

3d•Hybrid

About The Position

At Hausmann Group, we empower our associates to provide exceptional support & guidance to our clients and employees which aligns with our Core Values. The 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.

Requirements

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 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.

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.