Personal Lines Client Manager

Hausmann Group; Madison (WI); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Hausmann Group in Madison, WI is seeking a Personal Lines Client Manager to deliver exceptional service to our client base. You will be the primary owner of client data in Applied EPIC and act as a trusted liaison between clients and carriers.

This role emphasizes relationship building, timely communication, and collaboration with the service team to ensure retention and satisfaction. A valid Wisconsin P&C license and strong Excel/Outlook skills are required; hybrid work combines three office

Qualifications

• Strong oral and written communication abilities.
• Knowledge of personal lines of coverage.
• Time management and KPI focus in daily work.
• Proficient with Outlook, Word, Excel, PowerPoint; familiarity with other media apps.

Responsibilities

• Develop client relationships and provide courteous, professional service for day-to-day inquiries.
• Serve as primary owner of client data in Applied EPIC and support marketing between clients and carriers.
• Collaborate with the team to maintain service reports and ensure client satisfaction.
• Demonstrate knowledge of lines of coverage and assist with compliance & disclosure requirements.

Skills

Oral communication

Written communication

Personal lines knowledge

Time management

Office software

Education

Wisconsin Property & Casualty license

Tools

Applied EPIC

Job description

Description

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.

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 personal lines of coverage.
• 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.
• 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.