Senior Employee Benefits Client Executive

Hausmann Group.

Madison (WI)

Hybrid

USD 70,000 - 90,000

Full time

14 days+

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Job summary

A leading benefits consulting firm is hiring a Client Executive in Madison, Wisconsin. The role focuses on client retention, benefits strategy execution, and requires strong account management skills. Candidates should have over 5 years of experience preferably in a brokerage or insurance environment. Excellent communication and project management abilities are essential. The firm fosters a hybrid work environment, combining office and remote work to enhance team collaboration and client service.

Qualifications

  • 5+ years of account management experience in broker or insurance field preferred.
  • Strong decision-making skills in ambiguous situations.
  • Excellent oral and written communication skills.
  • Proven project management skills to manage deadlines and collaborate.
  • Demonstrated commitment to continuous learning.

Responsibilities

  • Serve as primary service team member for client retention and satisfaction.
  • Develop and execute multi-year client benefit strategies.
  • Independently manage a book of business over $1M in revenue.
  • Ensure all commitments and strategic initiatives are executed on time.
  • Stay current on emerging market trends affecting employee benefits.

Skills

Account management
Project management
Communication skills
Decision-making
Time management

Education

Valid Wisconsin Health and Life insurance license

Tools

Microsoft Office Suite

Job description

A leading benefits consulting firm is hiring a Client Executive in Madison, Wisconsin. The role focuses on client retention, benefits strategy execution, and requires strong account management skills. Candidates should have over 5 years of experience preferably in a brokerage or insurance environment. Excellent communication and project management abilities are essential. The firm fosters a hybrid work environment, combining office and remote work to enhance team collaboration and client service.
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