Personal Lines Account Manager

R&R Insurance Services Inc.•Waukesha, WI

23d•Onsite

About The Position

R&R Insurance is looking for an experienced Personal Lines Account Manager to join their growing team. This is a client-facing role where you will manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs. You will play a key role in delivering the high-touch service experience R&R is known for while continuing to grow your technical expertise and industry knowledge.

Requirements

Active Property & Casualty license required or ability to obtain within 90 days of employment
3+ years of insurance agency or carrier experience, ideally in personal lines and a client-facing role
Proficiency in Microsoft Office
Clear, professional communication with strong client-facing presence
Ability to manage multiple priorities in a fast-paced environment with strong attention to detail
Comfortable navigating client needs, resolving issues, and knowing when to leverage additional resources
Collaborative approach with a willingness to support team success

Nice To Haves

Experience with agency management systems (AMS360, EPIC, etc.)

Responsibilities

Manage and service a personal lines book of business, building strong client relationships
Serve as a primary point of contact for client questions, coverage reviews, and policy changes
Process endorsements, renewals, cancellations, and applications with carrier partners
Review policies with clients and proactively identify coverage gaps or additional needs
Support the renewal process, ensuring accuracy, timeliness, and alignment with client goals
Quote new business and remarket accounts as needed
Collaborate with producers, carriers, and internal team members to deliver solutions
Maintain strong organization and follow-through across tasks and client requests