What are the responsibilities and job description for the Surety Client Manager position at Hausmann Group?
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 bonds. In depth knowledge of technology and department resources.
Requirements
- Hold and maintain a valid Wisconsin Property & Casualty insurance license.
- You represent Hausmann Group and undoubtedly live by our core values.
- You are a kind and empathetic colleague that values a welcoming office environment for all.
- 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.
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.
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.
