CAREERS

HAUSER has an exciting opportunity available for a sophisticated insurance professional, combining elements of the traditional roles of account executive, broker and risk manager, to bring a superlative broker experience to our clients. The ideal candidate will have 10+ years providing brokerage services to large, complex insurance accounts, as both a client executive (client-facing) and broker (insurer-facing). The objective of the role is to build loyal and growing client relationships by having a detailed understanding of clients’ business strategy, drivers, goals and initiatives, and translating these into insurance programs and risk management solutions that enhance client retention and generate new business opportunities.

Minimum qualifications include:

• Extensive experience and technical knowledge of all lines of property & casualty insurance across a wide variety of industries.
• Must be knowledgeable in traditional insurance programs and alternative risk financing mechanisms.
• Professional presentation skills, dynamic personality, eagerness to work within a fast paced, fun-filled professional environment.

Knowledge of the private equity field is a plus.  We are open to candidates based outside of the Hauser corporate office in Cincinnati, Ohio.  Some travel (<20%) is required.

Key Responsibilities

• Retain and grow HAUSER’s business, cultivating relationships with senior-most client decision-makers in the client organization, as well as with day-to-day client contacts.
• Lead strategy and/or renewal proposal presentations; preparation of strategy and renewal documents.
• Serve as an internal resource and expert on market trends, pricing practices, insurance product developments, insurance carrier appetites/capabilities/practices and other underwriting developments.
• Act as clients outside risk manager: Educate clients in risk management, risk transfer, market issues and relevant industry trends. Oversee loss control, claims management, property engineering and risk financing programs.
• Ensure client service teams’ understanding of client needs, service delivery methods, and the economic framework relevant to services delivered.
• Lead account stewardship planning and delivery.
• Ensures overall account profitability, with a value-based approach for the scope of service.
• Facilitate critical relationships between clients, HAUSER and insurers
• Work autonomously, effectively and simultaneously on Middle Market and Complex Casualty accounts.
• Coordinates with specialty brokers in the development and delivery of renewal strategies, delivery of proposals, and servicing issues.
• Utilize internal and external tools and resources to analyze the insurance marketplace and benchmark elements of clients’ risk.
• Design solutions and negotiate with insurance carriers to obtain the risk financing structure, terms and conditions that best align with client’s exposures and needs.
• Identify and analyze clients’ exposures to develop effective client risk treatment and placement strategies
• Facilitate, compile and finalize market submissions (specifications, exposures, loss data).
• Negotiate with appropriate markets to meet and exceed client coverage and financing goals.
• Negotiate HAUSER compensation for services, whether fee or commission-based, accordingly.
• Analyze, compare, and contrast risk transfer, risk financing and coverage options, providing comparison deliverables for both internal teams and clients.
• Develop and maintain analytical/actuarial techniques to design and compare programs, work in cooperation with outside actuaries where appropriate.
• Support M&A and production teams in sales and RFP processes.

Skills and Experience

• Exceptional knowledge of property and casualty insurance.
• Comfortable learning and using new systems and applications to manage and analyze data.
• Experienced in working with EPIC agency management system.
• Minimum 10+ years insurance industry (underwriting or broking) experience, with 5+ years as a broker.

Working Conditions:

Physical Requirements & Frequency
Sitting – Frequent
Standing, Walking – Occasionally
Lifting – 1-10lbs – Occasionally
Computer Work, Typing – Frequent
Bending, Reaching, Grasping – Occasionally
Squatting, Kneeling – Occasionally

The Senior Broker – Financial & Professional Risk’s primary function is to provide exceptional, value-added consultation and customer service to the firm’s clients. This position requires a fundamental understanding of FPR lines of business, client relationship management, insurance broker/insurer processes and an ability to work with internal constituents to achieve positive outcomes for the FPR team and clients. This position is expected to work on all customer segments/industries that comprise Hauser’s client base.

The Senior Broker for the Financial & Professional Risk team will work with management and professional coverages (D&O, EPL, Fiduciary, Crime, Cyber & Professional Liability)

Role Priorities

• Develop and maintain strong relationships/partnerships with clients through the delivery of exceptional, value-added service and consultation.
• Manage assigned client “book of business”
• Foster and maintain positive working relationships with insurers.
• Support Managing Director’s initiatives.
• Invest efforts in training/education that support the drive to become a trusted advisor to clients.
• Oversee activities of Risk Analyst(s) assigned to client team.

Responsibilities

• Technically manage FPR insurance coverages for low to medium complexity accounts (determined by size of account and/or nature of business);
• Tactically manage key processes and internal activities to facilitate the execution of the Annual Service Plan with the Hauser team, insurance carriers, and clients;
• Participate and promote pre and post placement client servicing, including Stewardship Reports, Insurance Renewal Specifications & Quarterly Reviews;
• Assist clients in defining their objectives and constantly evaluate whether existing programs are accomplishing intended objectives;
• Verify whether the programs comply with contractual requirements;
• Analyze the strengths and weaknesses of existing insurance programs considering program design and structure, coverages, limits, and pricing competitiveness;
• Negotiate with carriers to develop cost-effective options for clients;
• Advise clients regarding alternative programs as well as additional coverages available in the marketplace;
• Assist in selecting the carrier that best meets the financial and service requirements of our clients;
• Prepare proposals and lead discussions with client key leaders and their professional advisors;
• Review costs, policies, contracts, riders and certificates, employee handbooks, and safety manuals to assist clients when considering policy/coverage changes;
• Demonstrate effective working knowledge of carrier underwriting practices & processes;
• Have knowledge of the marketplace and assist in identifying and building relationships with those markets that will help facilitate successful placement of accounts;
• Provide mentoring / training/ support to Analysts to further educate and develop technical skills and insurance competency;
• In concert with the M&A Transaction Advisory team, provide due diligence for Client’s platform and add-on acquisitions

Key Competencies

• Leadership: Thinks as a long-term owner and championing ideas in the face of challenge. Provides direction, motivation, mentoring and counsel for Consultants and Risk Analysts.
• Trust Builder: Establishment of strong relationships with clients through listening and providing on-going value-added service. Understand client objectives and partner with them on the achievement of those objectives. Follow through on commitments.
• Relationship Builder: Demonstrates interpersonal initiative and builds rapport; relates well to people; works hard to preserve relationships.
• Manages Oneself: Realistically appraises own performance and focuses on constant, measurable improvement; pursues continuous learning and self-development.
• Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Strategic Thinker: Introduce new ideas and processes which improve the client’s ability to reach their objectives.
• Problem Solver: Problem solver in order to bring credible solutions to your clients.

Role Essentials:

• Exceptional Interpersonal and Communication Skills
• Customer Service Focus
• Planning/Organizing Skills
• Problem Solving Skills
• Comprehensive knowledge of Microsoft Word and Excel
• Bachelor’s Degree of Art or Science
• 3-5+ years of experience in the Financial Lines Insurance industry (D&O, EPL Cyber etc).
• Ability to travel up to 35%

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions:

Physical Requirements & Frequency
Sitting – Frequent
Standing, Walking – Occasionally
Lifting – 1-10lbs – Occasionally
Computer Work, Typing – Frequent
Bending, Reaching, Grasping – Occasionally
Squatting, Kneeling – Occasionally

HAUSER is a national risk advisory firm and insurance & employee benefits broker with an exclusive focus on Private Equity firms. Our consultative approach includes core competencies in commercial insurance, management & transactional liability, cyber risk, employee benefits, and retirement plans. As the only broker in the country with an exclusive focus on Private Equity firms and their portfolio companies, Hauser operates within a highly specialized and rapidly growing risk management advisory niche.Becoming a Teammate of HAUSER introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. Hauser’s Portfolio Solutions team operates at the highest level within our organization and is the “face” of Hauser with all our Private Equity firm clients. This team is responsible for existing and new relationship development, advisory solutions delivery & excellence, ongoing portfolio risk management and organizational growth.

Who You Are

You believe in working as a team and thrive in fun, collaborative financial minded environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have excellent communication skills. You are a natural leader. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

What You’ll Do

• Develop and maintain strong partnerships with assigned private equity firms through delivery of exceptional, value-added service and consultation to partner level managers as well as c-suite level operators.
• Build new relationships with private equity firms and financial sponsors across the country, introducing them to Hauser’s expertise and niche solutions;
• Quarterback the delivery of all Hauser solutions (including insurance, employee benefits, retirement, and due diligence consulting) to your end clients;
• Liaise between the diligence teams and broker teams in the transition of the insurance and employee benefits business;
• Report to private equity firm management on the performance of their portfolio company insurance programs, benefits plans and retirement accounts;
• Partner with Hauser diligence teams to conduct ongoing risk management consulting solutions for select private equity firms, utilizing proprietary Hauser technology.
• Drive sales growth and other key performance goals for Hauser through collaboration with the M&A due diligence team, our private equity partners, and current portfolio companies.
• Provide Subject Matter Expertise (SME). As an SME you will have the responsibility to work with and share with fellow associates, clients and prospects your highly specialized knowledge in the area of next generation self-funded employee benefits offerings (i.e. Transparent Health Benefits (THB)). You will be sought out by others to solve specific problems, develop solutions and meet challenges.
• Leverage your subject matter expertise while working directly with the due diligence teams and other members of the executive team to develop sales strategies and pursuit strategies specific to employee benefits.
• Maintain constant communication internally and externally to ensure satisfaction and production with your teammates, prospects, and clients.

What You’ll Need

• Bachelor’s Degree (BA/BS)
• 5+ years’ experience in insurance and/or benefits and risk management required
• Exhibit high-level analytical and problem-solving skills
• Ability to manage multiple projects/priorities and meet time-sensitive deadlines in a fast-paced environment
• Expertise in Microsoft Office 365
• Exceptional customer service and interpersonal skills
• Exceptional written and verbal communication skills
• Exceptional public speaking and presentation skills
• Desired prior experience with a private equity firm or servicing private equity firms
• Prior experience servicing c-level risk management or human resources; a plus
• Ability to travel domestically

Key Competencies:

• Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations.
• Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns.
• Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
• Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others.
• Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.
• Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive.

Perks of the Job

• Flexible work environment
• Excellent growth and advancement opportunities
• Competitive pay based on experience and with significant bonus opportunities.
• Unlimited discretionary time off
• Generous benefits package: health, dental, vision, 401(k), 401(k) match, etc.

The Vice President, Transactional Liability will be responsible for assisting with the development of Transactional Liability opportunities with HAUSER Private Equity firm partners and their Portfolio Companies and executing on these opportunities. This includes Reps and Warranties Insurance, Tax, Contingent Liability and related products.

Role Priorities

• Lead the marketing, negotiation and placement of Transactional Liability (TL) placements
• Work with the business development team to develop and solidify PE relationships
• Partner with the BD team to develop TL opportunities with existing and new PE partners
• Be a thought leader in the industry – marketing materials, whitepapers, speaking engagements, etc. – both internally and externally.
• Meet or exceeds annual revenue goals

Responsibilities

• Ensure exceptional client satisfaction with a goal of 100% TL capture rate with PE partners
• Lead closing efforts on new opportunities including strategizing with leadership on open opportunities
• Work with the M&A team to identify and close TL opportunities as part of diligence projects
• Coordinate with business development team on stewardship reports and similar projects
• Develop and maintain insurer relationships

Role Essentials

• A Bachelor’s degree, JD degree preferred
• 2+ years proven experience with M&A transactions and TL insurance products
• Strong demonstration of intellect, drive, executive presence, and sales acumen
• Results-oriented, self-starter. Ability to work independently.
• Active P&C insurance license or will attain within one year

Key Competencies :

• Leadership: Thinks as a long-term owner and championing ideas in the face of challenge. Provides direction, motivation, mentoring and counsel for colleagues.
• Trust Builder: Establishment of strong relationships with clients through listening and providing on-going value-added service. Understand client objectives and partner with them on the achievement of those objectives. Follow through on commitments.
• Relationship Builder: Demonstrates interpersonal initiative and builds rapport; relates well to people; works hard to preserve relationships.
• Manages Oneself: Realistically appraises own performance and focuses on constant, measurable improvement; pursues continuous learning and self-development.
• Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Strategic Thinker: Introduce new ideas and processes which improve the client’s ability to reach their objectives.
• Problem Solver: Problem solve in order to bring credible solutions to your clients.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Additional duties may include, but are not limited to, M&A Due Diligence, Claims Advocacy and other services where the individual’s expertise is valuable

Working Conditions:

Physical Requirements & Frequency
Sitting – Frequent
Standing, Walking – Occasionally
Lifting – 1-10lbs – Occasionally
Computer Work, Typing – Frequent
Bending, Reaching, Grasping – Occasionally
Squatting, Kneeling – Occasionally

• Collect, transfer and track employee benefits due diligence data from multiple data sites and update the corresponding due diligence request list for follow-up and documentation
• Populate information and data elements as needed for due diligence reports and internal workflow
• Compile, interpret, analyze and present employee benefits and financial information with detailed accuracy
• Coordinate with service teams to update platform benefit plan and cost data and address add-on integration considerations
• Coordinate and manage third-party resources and workflow
• Support EB M&A Diligence Team with various initiatives as needed
• Maintain due diligence issues database and report template updates
• Assist in the preparation of transition documents in follow-up to due diligence
• Assist with maintaining diligence records and file transition in APPLIED Epic
• Populate private equity group employee benefit portfolio snapshots/stewardship materials as needed

Role Essentials

• Employee benefit plan administration or account management experience
• Thorough attention to detail and accuracy
• Demonstrate self-management, accountability and effective problem solving
• Proficient organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers
• Demonstrated ability to interact with Associates at all levels
• Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management and conference call coordination
• Proficiency in Word, Excel, PowerPoint, Adobe Acrobat Writer and the ability to quickly learn to effectively use various virtual data sites and internal technologies
• Exceptional Interpersonal and Verbal/Written Communication Skills
• Health and Life Insurance License (or willingness to obtain within agreed timeframe)
• Bachelor’s Degree of Art or Science or a suitable combination of education and experience
• Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations
• Flexibility to travel as needed. Anticipated travel is less than 10 percent per year

Role Priorities and Responsibilities

• Work with carriers on the collection of bids for renewal/new business by developing the RFP (Request for Proposal). Carriers will be assigned by Consultant.
• Builds the customer proposal using Dynamis Software and Excel spreadsheets with direction from the Consultant.
• Deliver exceptional, value-added service and consultation to carriers and internal team members, while developing and maintaining strong carrier relationships and partnerships.
• Support Consultant, Benefit Analyst II and Client Relationship Manager in team initiatives.
• Maintain and update client records in APPLIED Epic.
• Use APPLIED Epic to send Requests for Proposals (RFP) to Carriers, prepare and analyze bids, rates and
  renewals for employee benefit plans.
• Follows up on outstanding issues in the RFP process and Administrative process.
• Meet with Consultant to examine possible plan design or benefit cost changes.
• Use established administrative procedures to complete assigned benefit processes.
• Look for ways to increase your knowledge and vale to the organization through training and development.
• Servicing a small call center which includes working from 10am – 6:30pm, one day per week.
• Assist the Administration Team as needed with benefit processing during open enrollment and throughout
  the year with additions and terminations.
• Other duties as assigned.

Key Competencies

• Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations.
• Relationship Builder: Initiates and develops effective relationships, builds rapport; shows sincere interest in clients and their concerns.
• Critical Thinker: Gathers relevant information to diagnose problems and identify causes, draws logical conclusions based on integrated and clear grasp of information and interrelationships between issues; uses quantitative information to help analyze issues.
• Implementation/Execution Facilitator: Plan ahead, organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Collaborator: Builds bridges with individuals; willingly pitches in; cooperates with others.
• Adaptable/Flexible: Works constructively under pressure and strict timelines, responds resourcefully to
  change, remains calm and constructive.