Personal Lines Client Success Partner | Hybrid in Madison

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

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