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Personal Lines Client Associate

2 months ago

Madison, United States The Hausmann Group Full time

At Hausmann Group, we empower our associates to provide exceptional support to our clients and team members. As a Personal Lines Client Associate, you will use organizational skills and attention to detail to support our clients and manage workflows independently.

- Client Systems Management: Uses strong attention to details and organizational skills when updating and maintaining our client systems. Accurately and efficiently uses and updates our internal databases. Manages client policies by adding, renewing, and terminating data under the direction of Client Managers.

- Communication: Effectively communicates with internal account teams and carrier partners to prioritize client needs & timelines. Obtain important documentation to support the client experience. Attends carrier meetings and webinars to stay up to date with plan design, network, and insurance program updates.

- Organization: Navigate 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.

Requirements

  • You represent Hausmann and undoubtedly live by our core values.
  • You are a kind and empathetic colleague that values a welcoming office environment for all.
  • High school diploma required, college degree preferred.
  • One year of office experience in a business environment preferred.
  • Obtain and maintain a Wisconsin Property & Casualty Insurance license within 90 days of hire.
Working Conditions:
  • Position will be headquartered in the Pewaukee or Madison office. A valid driver's license is required.
  • Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.

Don't meet every single requirement? At HG we are dedicated to building a diverse, inclusive and authentic workplace. If you're excited about this role, but your past experience doesn't 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.