Manager of Client Service, Property & Casualty

Description

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.

• 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.

• 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.

• 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…