Senior Client Manager, Property & Casualty

Milwaukee, WI - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 Orientation: 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.
Teamwork: 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 depth knowledge and a subject matter expert of our technology and department resources.

Requirements

Obtain and maintain a valid Wisconsin Property and Casualty Insurance Agents license within 90 days of hire
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 drivers 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.

Working Conditions:

Position will be headquartered in the Madison office or Milwaukee office. Occasional travel between office or to client locations are expected. A valid drivers license is required.
Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.

Dont meet every single requirement At HG we are dedicated to building a diverse inclusive and authentic workplace. If youre excited about this role but your past experience doesnt 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.

Required Experience:

Manager

Client Orientation: 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.
Teamwork: 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 depth knowledge and a subject matter expert of our technology and department resources.