Personal Lines Account Manager

R&R Insurance and Wealth Management Career • Waukesha, WI

10d • Onsite

About The Position

What You’ll Do Manage a portfolio of about 350–450 personal lines accounts, delivering service that feels personal, proactive, and effortless. Be their trusted guide. Answer coverage questions, review policies, and spot opportunities to improve protection before clients even ask. Handle renewals like a pro. Negotiate with carriers, craft clear and compelling proposals, and ensure smooth, timely delivery. Grow the relationship. Quote new lines of coverage, identify coverage gaps, and cross-sell when it truly benefits the client. Keep it all running smoothly. Process applications, endorsements, renewals, and cancellations accurately and efficiently. Build bridges. Work closely with carrier partners, underwriters, and marketing reps to deliver the best outcomes. Lift others up. Share your expertise and mentor newer teammates because when one of us wins, we all win. Stay organized and dependable. Communicate clearly, follow through on every commitment, and always deliver with care. What You’ll Bring You’re a dependable, motivated professional who takes pride in providing personalized service and expert advice. Here’s what helps you thrive in this role: Licensing: Active Property & Casualty license (or ability to obtain within 90 days of hire). Experience: 3–4+ years in personal lines insurance with direct client service responsibilities; independent agency experience preferred. Technical Skills: Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS360. Communication: Clear, professional communication (both written and verbal) with strong listening skills and a genuine, service-oriented tone. Organization: Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure. Problem Solving: Confidence to handle most client needs independently and resourcefulness to find answers when needed. Teamwork: A collaborative mindset that supports colleagues and contributes to our shared client success. Growth Mindset: A drive to keep learning, improving, and advancing your insurance expertise. Integrity: Ethical, accountable, and professional; you do the right thing, even when it’s not the easy thing. Education: High school diploma required; associate degree or higher preferred. Why Join Us? At R&R Insurance , we’re all about supporting your growth and giving you the tools to succeed. Here’s why we think you’ll love working with us: A family-friendly environment that’s just as warm as it sounds. Bonus points that you’ll be working alongside a fun, collaborative team that truly supports each other. A clear path for career growth through mentorship, training, and continuing education. We invest in your future. Competitive wages and full benefits: Medical, Dental, Vision, Life, Disability, FSA, a wide range of voluntary benefits, and a robust Wellness Program. Plus, a 401(k) with company match and profit sharing. Excellent work/life harmony with a 37.5-hour work week, generous paid time off, Flex Fridays, and other scheduling flexibility so you can enjoy more of life outside the office. An endless supply of popcorn, great coffee, and flavored water to keep you going. Access to an on-site fitness center, employee café, and a modern, ergonomic office designed with your comfort in mind.

Requirements

• Active Property & Casualty license (or ability to obtain within 90 days of hire).
• 3–4+ years in personal lines insurance with direct client service responsibilities
• Proficiency in Microsoft Office
• Comfort learning insurance management systems such as AMS360.
• Clear, professional communication (both written and verbal) with strong listening skills and a genuine, service-oriented tone.
• Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure.
• Confidence to handle most client needs independently and resourcefulness to find answers when needed.
• A collaborative mindset that supports colleagues and contributes to our shared client success.
• A drive to keep learning, improving, and advancing your insurance expertise.
• Ethical, accountable, and professional; you do the right thing, even when it’s not the easy thing.
• High school diploma required

Nice To Haves

• independent agency experience preferred.
• associate degree or higher preferred.

Responsibilities

• Manage a portfolio of about 350–450 personal lines accounts, delivering service that feels personal, proactive, and effortless.
• Answer coverage questions, review policies, and spot opportunities to improve protection before clients even ask.
• Handle renewals like a pro.
• Negotiate with carriers, craft clear and compelling proposals, and ensure smooth, timely delivery.
• Grow the relationship.
• Quote new lines of coverage, identify coverage gaps, and cross-sell when it truly benefits the client.
• Keep it all running smoothly.
• Process applications, endorsements, renewals, and cancellations accurately and efficiently.
• Build bridges.
• Work closely with carrier partners, underwriters, and marketing reps to deliver the best outcomes.
• Lift others up.
• Share your expertise and mentor newer teammates because when one of us wins, we all win.
• Stay organized and dependable.
• Communicate clearly, follow through on every commitment, and always deliver with care.

Benefits

• family-friendly environment
• fun, collaborative team
• clear path for career growth through mentorship, training, and continuing education
• Competitive wages and full benefits: Medical, Dental, Vision, Life, Disability, FSA, a wide range of voluntary benefits, and a robust Wellness Program.
• 401(k) with company match and profit sharing.
• Excellent work/life harmony with a 37.5-hour work week, generous paid time off, Flex Fridays, and other scheduling flexibility
• endless supply of popcorn, great coffee, and flavored water
• Access to an on-site fitness center, employee café, and a modern, ergonomic office designed with your comfort in mind.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees