Senior Client Manager, Property & Casualty

Senior Client Manager, Property & Casualty

At Hausmann Group, we empower our associates to provide exceptional support & guidance to our clients and employees which aligns with our Core Values. As the Senior Client Manager, Property & Casualty, you will provide exceptional support and customer service as part of our Service Team for the retention & satisfaction of your client base. This position will require you to display leadership and subject matter expertise.

Client Experience: Develop client relationships to assist with day-to-day service. Has a commitment to exceptional customer service and proactively identifies areas for improvement and leads the implementation. Provide courteous, professional, efficient, and prompt communication (oral & written) to inquiries. Takes responsibility for own time and manages client renewal process. Attends in person client meetings with Agents as needed. Primary owner of client data in our agency management system, EPIC. Leads marketing efforts between clients and carriers.

Collaboration: Delivers assistance, creativity and out of the box thinking, to the team to build and maintain relationships as it pertains to managing a book of business. Identifies areas in which they can support renewal meetings. Mentors new team members to assist in their career development. Is flexible and adaptable to change. Periodically leads client conversations. Is able to follow department processes and workflows. Ability to identify the key components of problems and situations to Gets Things Done.

Industry Knowledge: Specific, timely, and accurately demonstrates knowledge to support Commercial clients. Knowledge of Commercial lines coverages and nuances. Reviews policies and carrier quotes for accuracy. Manages client communication including presenting proposal information. In depth knowledge and a subject matter expert of our technology and department resources.

Requirements

• 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.
• Hold and maintain a valid Wisconsin Property & Casualty insurance license.
• Knowledge of Commercial lines and experience in a Commercial service role and holds industry designation(s).
• Demonstrated responsibility of being a subject matter expert.
• High degree of self-motivation, ability to make decisions and be part of a service focused Team.
• Strong oral and written communication skills to compose concise and professional responses.
• Disciplined with time management and focusing on Agency Key Performance Indicators.
• Strong computer skills, including Outlook, Microsoft Word, Excel and PowerPoint, knowledge of other multi-media applications helpful.

Physical Requirements:

• 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.

Working Conditions:

• Position will be based in Madison, Wisconsin or Milwaukee, Wisconsin.
• Regularly work during our core business hours: Monday through Friday, 8am-4:30pm.
• A valid driver's license and reliable transportation are required. Estimating 0-20% regional travel; travel will be to client locations (day trips), mainly around southern WI.
• 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.