Employee Benefits Client Executive - Strategic Partner

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

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