Personal Lines Client Manager

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 Personal Lines 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 Experience: Develop client relationships to assist with day-to-day service. Provide courteous, professional, efficient, and prompt communication (oral & written) to inquiries. Takes responsibility for own time and manages Client timelines. Has a commitment to exceptional customer service. Primary owner of client data in our client management system, Applied EPIC. Executes marketing efforts between clients and carriers.
• Collaboration: Provides assistance, information, or other support to the Team to build and maintain relationships. Is flexible and adaptable to project changes. Manages daily and monthly service reports to ensure client satisfaction. 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 lines of coverage. Assists with client communication and documentation around compliance & disclosure requirements, vendor & carrier contracts, and employee communications. In depth knowledge of technology and department resources.