Client Manager, Property & Casualty

The Hausmann Group•Milwaukee, WI

6d•Hybrid

About The Position

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 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 role involves developing client relationships, managing the client renewal process, and serving as the primary owner of client data in the agency management system, EPIC. You will also execute marketing efforts between clients and carriers, and collaborate with the team to build and maintain relationships as it pertains to managing a book of business. A key aspect of this role is demonstrating specific, timely, and accurate knowledge of Commercial Lines coverages and nuances, reviewing policies and carrier quotes for accuracy, and managing client communication. You will also need in-depth knowledge of our technology and department resources.

Requirements

Hold and maintain a valid Wisconsin Property & Casualty insurance license.
Knowledge of Commercial Lines and experience in a Commercial service role.
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.
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.
A valid driver’s license and reliable transportation are required.

Nice To Haves

Knowledge of other multi-media applications helpful.
Knowledge of Commercial lines coverages and nuances.
Is flexible and adaptable to change.
Is able to follow department processes and workflows.
Ability to identify the key components of problems and situations to Gets Things Done.

Responsibilities

Develop client relationships to assist with day-to-day service.
Provide courteous, professional, efficient, and prompt communication (oral & written) to inquiries.
Take responsibility for own time and manage client renewal process.
Serve as the primary owner of client data in our agency management system, EPIC.
Execute marketing efforts between clients and carriers.
Provide assistance, information, or other support to the team to build and maintain relationships as it pertains to managing a book of business.
Review policies and carrier quotes for accuracy.
Manage client communication.
Demonstrate specific, timely, and accurately knowledge to support Commercial clients.
Demonstrate in depth knowledge of our technology and department resources.