Client Executive

At Hausmann Group, we help clients anticipate and navigate life's unexpected challenges by providing comprehensive insurance and employee benefits solutions. We are a full-service independent agency recognized among Insurance Journal’s Top 100 Independent Property & Casualty Agencies and as one of Milwaukee Business Journal’s Largest Employee Benefits Firms in Wisconsin. We have also received In Business Magazine’s Executive Choice Award for Independent Insurance Agency multiple times, reflecting our strong reputation in the industry.

These honors reinforce our commitment to maintaining high standards, continuously improving our services, and ensuring clients receive excellent coverage and support. Our focus is on delivering peace of mind so clients feel protected and confident in their benefits programs.

The Client Executive, Employee Benefits is a full-time, on-site role based in Madison or Milwaukee, WI. This position is responsible for managing a portfolio of employee benefits clients, serving as a primary point of contact and trusted advisor. Day-to-day tasks include overseeing benefit plan renewals, preparing and delivering client presentations, coordinating with carriers and vendor partners, and ensuring timely resolution of client issues.

The role involves analyzing claims and plan performance, recommending strategic solutions, and collaborating with internal teams to support implementation and ongoing service. The Client Executive also contributes to business development efforts by identifying opportunities to expand relationships and enhance client satisfaction.

• Strong customer satisfaction and client service skills, with a commitment to building long-term relationships.
• Excellent communication abilities, including clear written and verbal communication and effective meeting facilitation.
• Account management experience, including organizing client activities, managing renewals, and coordinating with internal and external stakeholders.
• Sales and consulting skills, with the ability to identify client needs, propose solutions, and support new business and cross-selling opportunities.
• Knowledge of employee benefits plans (medical, dental, vision, disability, life) and related regulations is highly beneficial.
• Strong analytical and problem-solving skills, with proficiency in using spreadsheets and presentations to interpret and explain data.
• Ability to work collaboratively in an hybrid/on-site team environment, while managing multiple priorities and deadlines.
• Bachelor’s degree in business, finance, human resources, or a related field, or equivalent relevant experience; insurance licenses as required by state regulations (or ability to obtain within a defined timeframe).