Client Associate, Property & Casualty

Hausmann Group; Madison (WI); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Hausmann Group in Madison, WI is seeking a Client Associate, Property & Casualty, to support clients and manage workflows with precision. The role emphasizes systems management, clear communication, and collaborative teamwork within a hybrid office environment.

You will be responsible for updating client databases, processing policy changes, and assisting account teams to meet deadlines while upholding the company’s values. Regular hours Monday–Friday, with up to two days remote.

Qualifications

• Must obtain and maintain a Wisconsin Property and Casualty license within 90 days of hire.
• One year of office experience in a business environment preferred.

Responsibilities

• Systems Management: update and maintain client databases; manage client policies under direction of Client Managers.
• Communication: coordinate with internal/external stakeholders to meet timelines; gather documentation; attend meetings for carrier/workflow updates.
• Collaboration: work with team to meet objectives; clarify tasks as needed.
• Organization: support client renewals, compliance, and marketing initiatives; track requests and status.

Job description

Description

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

• 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. Manage client policies by adding, changing, renewing, and terminating data under the direction of Client Managers.
• Communication: Effectively communicates with internal and external stakeholders to prioritize client needs & timelines. Obtain important documentation to support the client experience. Attends department meetings to stay up to date with carrier-specific information, as well as changes to workflows and procedures.
• Collaboration: Be respectful of diverse thoughts, views, and approaches. Work collaboratively with others to meet shared objectives. Ask questions to ensure understanding of team goals and tasks.
• 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. 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.
• Obtain and maintain a valid Wisconsin Property and Casualty Insurance Agents license within 90 days of hire.
• One year of office experience in a business environment preferred.

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 20lbs. Frequency and duration will vary.

Working Conditions:

• Position will be headquartered in the Madison office.
• Regularly work during our core business hours: Monday through Friday, 8am-4:30pm.
• 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 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? 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