Hausmann Group · 1 month ago
Manager of Client Service, Property & Casualty
Madison,WI,US
Full-time
Hybrid
Mid, Senior Level
3+ years expHausmann Group is dedicated to being the very best for their clients, employees, and the community. The Manager of Client Service, Property & Casualty will lead the Commercial Services Team, focusing on both leadership and client service to achieve agency goals.
Commercial InsuranceFinancial ServicesInsuranceReal Estate
Responsibilities
Be an exemplary role model for the Agency and its core values through professional conduct, decision-making, and team engagement, setting a high standard for others to follow
Lead the Commercial Client Associate team by managing daily operations, ensuring accountability, and delivering consistent, high-quality client experience
Conduct regular 1:1 meetings, facilitate monthly department meetings, and complete annual performance reviews to support individual development and team alignment
Collaborate with the Manager of Client Success and HR on hiring, onboarding, coaching, and performance management, including disciplinary actions when necessary
Demonstrate an understanding of commercial lines coverage and apply that expertise to guide team operations and client service strategies
Partner with the Manager of Client Success to develop and execute an annual business plan with measurable goals and budget alignment to support broader Agency objectives
Monitor departmental performance using key performance indicators; prepare quarterly board reports and manage financial targets to ensure alignment with departmental objectives
Maintain and enhance procedures and documentation to promote consistency, efficiency, and compliance across the service team
Partner with the Manager of Client Success to implement strategic initiatives and process improvements, ensuring team adoption and tracking results
Communicates with clarity and professionalism to build trust and maintain strong relationships with internal teams, clients, and carrier partners
Present information in a concise, accurate, and audience-appropriate manner, ensuring relevance and understanding across all levels of the organization
Manage the day-to-day execution of ReSource Pro tasks, while working directly with the Manager of Client Success to maintain quality and timeliness
Collaborate with the Manager of Client Success to refine ReSource Pro workflows and drive continuous improvement in outsourced processes
Serve as the internal subject matter expert for the Commercial Client Associate team, providing technical guidance and support to team members and clients
Develop and maintain efficient workflows and procedures that enhance operational performance and ensure service consistency
Identify and implement solutions to resolve service challenges, collaborating across teams to address root causes and prevent reoccurrence
Stay informed of industry trends, regulatory changes, evolving client needs, adapting team practices to maintain relevance and compliance
Lead onboarding and ongoing training efforts, ensuring team members have the tools and knowledge needed to perform at a high level
Qualification
Required
You have, or are willing to obtain, a valid Wisconsin Property & Casualty license
3+ years of experience in the commercial insurance industry
2+ years of experience leading a team
Demonstrated experience coaching teams, managing workflows and driving daily operational execution
Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)
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 10lbs. Frequency and duration will vary
A valid driver's license and reliable transportation are required
Preferred
Applied Epic experience preferred
Benefits
Flexible hybrid working environment
Equal Opportunity Employer
Reasonable accommodations to qualified individuals with disabilities
Company
Hausmann Group
At Hausmann Group we help clients anticipate and navigate life’s unexpected challenges.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase