Senior Client Manager, Property & Casualty

The Hausmann Group•Madison, WI

16h•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 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

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
A valid driver’s license is required

Responsibilities

Develop client relationships to assist with day-to-day service
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
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
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
Specific, timely, and accurately demonstrates knowledge to support Commercial clients
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