Manager of Client Service, Property & Casualty

At Hausmann Group we are dedicated to being the very best for our clients employees and the community. As the Manager of Commercial Client Service you will foster a welcoming creative and well-organized environment for our associates. You will enthusiastically lead the Commercial Services Team to support the Agency in achieving our goals of Independence Identity and Infinite Game.

This position will be 80% Leadership focused and 20% Client Focused.

Leadership:

• 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.

Business Savviness:

• 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.

Communication:

• 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.

Technical Expertise:

• 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.

• 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.
• 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).
• Applied Epic experience preferred.

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 10lbs. Frequency and duration will vary.

Working Conditions:

• Position will be headquartered in the Madison Wisconsin office.
• A valid drivers license and reliable transportation are required. Occasional travel between offices.
• Hausmann Group offers a flexible hybrid working environment.

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.

Dont meet every single requirement At HG we are dedicated to building a diverse inclusive and authentic workplace. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we encourage you to apply anyways. You may be just the right candidate for this or other roles.