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Commercial Client Specialist

2 months ago

Madison, United States Hausmann Group Full time

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 Commercial Client Specialist, you will provide exceptional support and customer service as part of our Service Team for the retention & satisfaction of your client base. Responsibilities:

Client Orientation:

Develop client relationships to assist with day-to-day service. Has a commitment to exceptional customer service. Provide courteous, professional, efficient, and prompt communication (oral & written) to inquiries. Takes responsibility for own time and manages client renewal process. Primary owner of client data in our agency management system, EPIC. Executes marketing efforts between clients and carriers. Teamwork:

Provides assistance, information, or other support to the team to build and maintain relationships as it pertains to managing a book of business. 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. 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. 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, knowledge of other multimedia applications helpful. Working Conditions: Position will be headquartered in the Madison office or Pewaukee office. 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.

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