Personal Lines Associate

Description

At Hausmann Group, we empower our associates to provide exceptional support to our clients and team members. As a Personal Lines Associate, you will support our internal associates and manage workflows independently.

• Client Systems Management: Uses strong attention to details and organizational skills when updating and maintaining our client systems. Serves as a technical resource for the team by providing expertise on carrier systems, underwriting guidelines, and marketing procedures, ensuring accurate and efficient processing of new business and renewal proposals.
• 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 carrier underwriting guidelines, system and product 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.

• 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.
• Strong oral and written communication skills to compose concise and professional responses.
• Disciplined with time management and focusing on Agency Key Performance Indicators.
• Ability to work with large sets of data to ensure accuracy and efficiency.
• 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.

• 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

• Position will be based in Madison, Wisconsin.
• 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.

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.