Client Executive, Employee Benefits

Hausmann Group; Madison (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Hausmann Group is seeking a Client Executive, Employee Benefits to manage a portfolio of employee benefits clients, serving as the primary contact and trusted advisor in Madison or Milwaukee, WI. You will oversee renewals, prepare client presentations, and coordinate with carriers, ensuring timely issue resolution.

The role requires strong client service, communication, and analytic skills, with knowledge of medical, dental, vision, disability, and life plans, plus ability to work

Qualifications

• Strong client service and relationship-building capability.
• Excellent written and verbal communication; effective meeting facilitation.
• Account management skills including renewals and stakeholder coordination.
• Sales and consulting skills to identify client needs and cross-sell opportunities.
• Knowledge of employee benefits plans (medical, dental, vision, disability, life) and related regulations.
• Strong analytical and problem-solving abilities; proficient with spreadsheets and presentations.
• Ability to work in a hybrid/on-site team environment while managing multiple priorities and deadlines.
• Bachelor’s degree in business/finance/HR or related field; insurance licenses as required or ability to obtain.

Responsibilities

• Manage a portfolio of employee benefits clients; serve as primary contact and trusted advisor.
• Oversee benefit plan renewals and prepare/deliver client presentations.
• Coordinate with carriers and vendor partners; ensure timely issue resolution.
• Analyze claims and plan performance; recommend strategic solutions.
• Collaborate with internal teams to support implementation and ongoing service.
• Support business development by expanding relationships and cross-selling opportunities.

Skills

Client service

Communication

Account management

Sales & consulting

Employee benefits knowledge

Analytical skills

Hybrid on-site flexibility

Education

Bachelor’s degree in business/finance/HR or related field

Insurance licenses or ability to obtain

Tools

Excel

PowerPoint

Job description

Company Description

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.

Role Description

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.

Qualifications

• 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).