As a Commercial Client Associate you’ll provide outstanding support and customer service to our account managers, agents, and clients. Your analytical skills, attention to detail, and courteous service sets you apart as a professional, and it sets us apart as an organization.

Responsibilities include

• The Commercial Client Associate works directly with clients to provide certificates of insurance, and generate change requests for them.
• Carefully review and verify policy information.
• Update our client management system to reflect requested changes at renewal, with policy details.
• Create insurance binders and additional documentation required for new policies and renewals.
• Prepare summaries of insurance and additional documentation required for policy set up.
• Correspond with internal staff and carriers in order to resolve discrepancies in a timely manner.
• Receive and process incoming calls from lenders doing business with our clients and respond to them with appropriate insurance documentation.
• Provide clerical and other assistance to Account Managers and others in the agency as needed.

• Prior office experience is required, and an Associate’s degree is preferred.
• Analytical skills and attention to detail are important.
• Insurance experience is NOT necessary. We will help you to learn about the insurance industry from the ground up and will prepare you for higher level positions in insurance servicing.
• After being hired into this position, we will send you to training to obtain licenses appropriate to your role. You will also have the opportunity to enroll in continuing education courses that will result in your achieving insurance certifications and designations. These classes will be at our cost as we believe in continual staff development.

Working Conditions

• Position will be headquartered in the Madison, WI or Pewaukee, WI office.
• Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.