Personal Lines Client Manager

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

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.