Surety Client Manager

Waukesha, 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 Surety Client Manger you will provide exceptional support and customer service as part of our Service Team for the retention & satisfaction of your client base.

- Client Orientation: Provide courteous professional efficient and prompt communication (oral & written) to inquiries. Takes responsibility for own time and manages Client timelines. High level of organizational skills and ability to prioritize proofread multi-task and meet deadlines to best support our clients. Has a commitment to exceptional customer service. Primary owner of client data in our client management system EPIC.

- Team Work: Provides assistance information or other support to the Team to build and maintain relationships. Is flexible and adaptable to project changes. Adopts department processes and workflows. Ability to identify and separate out the key components of problems and situations to Gets Things Done.

- Industry Knowledge: Specific timely and accurately demonstrates knowledge to support clients. Knowledge of all surety bonds. Assists with client communication and documentation around surety depth knowledge of 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 surety bonds.
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 headquartered in the Madison office or Pewaukee office. 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.

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.

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

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 surety bonds.
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 headquartered in the Madison office or Pewaukee office. 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.

Required Experience:

Manager