Brokerage, Business Support, Communication Skills, Compensation and Benefits, Customer Relations, Customer Support/Service, Detail Oriented, Follow Through, Health Informatics, Insurance, Licensing, Microsoft Office, Multitasking, Organizational Skills, Problem Solving Skills, Resolve Customer Issues, Sales Management, Team Player
LOCATION
Waukesha, WI
POSTED
30+ days ago
Personal Lines Account Manager
R&R Insurance - Waukesha, WI
Are you a Personal Lines professional who enjoys building relationships, managing a book of business, and helping clients truly understand their coverage?
R&R Insurance is looking for an experienced Personal Lines Account Manager to join our growing team. This is a client-facing role where you'll manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs.
You'll 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.
What You'll Do
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
What You'll Bring
Licensing: Active Property & Casualty license required or ability to obtain within 90 days of employment
Experience: 3+ years of insurance agency or carrier experience, ideally in personal lines and a client-facing role
Technical Skills: Proficiency in Microsoft Office; experience with agency management systems (AMS360, EPIC, etc.) is a plus
Communication: Clear, professional communication with strong client-facing presence
Organization: Ability to manage multiple priorities in a fast-paced environment with strong attention to detail
Problem Solving: Comfortable navigating client needs, resolving issues, and knowing when to leverage additional resources
Team Mindset: Collaborative approach with a willingness to support team success
Why Join R&R Insurance?
We're a family-led, fiercely independent agency that's been serving clients since 1975. That independence allows us to invest in our people, make long-term decisions, and stay focused on what matters most-our clients and our team.
At R&R, you'll find:
A collaborative, team-first culture
Strong carrier relationships and market access
Opportunities for growth and continued development
Competitive compensation and benefits
Flex Fridays and a 37.5-hour work week
About R&R Insurance
R&R Insurance is proudly family-led, Midwest-rooted, and driven by a mission to deliver peace of mind through service, integrity, and expertise. Our award-winning team continues to grow because of our commitment to clients-and to each other.
Join the Knowledge Broker Team and take the next step in your career with R&R.