Hybrid Personal Lines Client Manager | Client Experience

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

Benefits offered by this job

Hybrid work schedule

Job summary

Hausmann Group Inc in Madison, WI is seeking a Personal Lines Client Manager to deliver exceptional client service and support for retention and satisfaction. The role emphasizes building client relationships, timely communication, and accurate data management in Applied EPIC.

The position requires a Wisconsin Property & Casualty license, strong written and verbal communication, and a proactive, team-focused approach in a hybrid work setting with some travel to client locations in southern WI.

Qualifications

• Represents Hausmann and embodies core values in a welcoming office environment.
• Maintains valid Wisconsin Property & Casualty license.
• Knowledge of personal lines of coverage.
• Motivated, decisive, service-oriented team member.
• Strong written and oral communication skills.

Responsibilities

• Develop client relationships to support day-to-day service and timely communication.
• Collaborate with team to build and maintain client relationships and ensure satisfaction.
• Maintain client data in Applied EPIC and coordinate marketing efforts with carriers.

Skills

Client relationships

Customer service

Oral and written communication

Time management

Outlook

Microsoft Word

Excel

PowerPoint

Education

Wisconsin Property & Casualty license

Tools

Applied EPIC

Job description

Hausmann Group Inc in Madison, WI is seeking a Personal Lines Client Manager to deliver exceptional client service and support for retention and satisfaction. The role emphasizes building client relationships, timely communication, and accurate data management in Applied EPIC.

The position requires a Wisconsin Property & Casualty license, strong written and verbal communication, and a proactive, team-focused approach in a hybrid work setting with some travel to client locations in southern WI.