Client Manager, Property & Casualty

Hausmann Group; Madison, Northern (WI, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Equal opportunity employer

Disability accommodations available

Job summary

Hausmann Group is seeking a Client Manager, Property & Casualty in Madison, WI. You will provide exceptional service, maintain client data in EPIC, and support renewals to strengthen long-term relationships.

The role emphasizes collaboration with the service team, knowledge of commercial lines, and strong written and verbal communication. A hybrid schedule applies, with in-office and remote days in Madison or Milwaukee area.

Qualifications

• Hold and maintain a Wisconsin Property & Casualty license.
• Experience in Commercial Lines and in a Commercial service role.
• Strong communication skills and dependable team member.
• Self-motivated with good time management.

Responsibilities

• Develop client relationships and provide day-to-day service to retain clients.
• Manage client data and support renewal processes using EPIC.
• Coordinate with team to deliver service and carrier communications.
• Proactively communicate and follow department processes.

Skills

Client relationships

Customer service

Communication skills

Time management

Team collaboration

Education

Wisconsin Property & Casualty license

Tools

EPIC

Outlook

Microsoft Word

Excel

PowerPoint

Job description

All Jobs > Client Manager, Property & Casualty

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 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.

• Client Experience: 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.
• Collaboration: 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

• 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 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 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 based in Madison, Wisconsin or Milwaukee, Wisconsin.
• Regularly work during our core business hours: Monday through Friday, 8am-4:30pm.
• A valid driver’s license and reliable transportation are required. Estimating 0-20% regional travel; travel will be to client locations (day trips), mainly around southern WI.
• 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.