Senior Client Manager, Property & Casualty
The Hausmann Group, Madison, WI, United States
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. Working Conditions:
Position will be headquartered in the Madison office. Occasional travel between office or to client locations are expected. A valid driver's license is required. Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.
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.
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. Working Conditions:
Position will be headquartered in the Madison office. Occasional travel between office or to client locations are expected. A valid driver's license is required. Hausmann Group offers a hybrid working environment with three days in the office and up to two days at home.
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.