Personal Lines Account Manager

R; City of Pewaukee (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flex Fridays

37.5-hour work week

Competitive benefits

Job summary

R&R Insurance in Waukesha, WI is seeking an experienced Personal Lines Account Manager to manage a client-facing book of business, support renewals, and serve as a trusted resource for clients navigating their coverage.

You will quote new business, process endorsements, and collaborate with producers and carriers to deliver tailored solutions while maintaining organization and timely service.

Qualifications

• 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; experience with agency management systems (AMS360, EPIC, etc.) is a plus
• 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

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

Skills

Licensing

Experience

Technical Skills

Communication

Organization

Problem Solving

Team Mindset

Tools

AMS360

EPIC

Job description

Locations

Showing 1 location

• Waukesha
  Waukesha Office
  N14W23900 Stoneridge Dr
  Waukesha, WI 53188, USA
  
• Waukesha
  Waukesha Office
  N14W23900 Stoneridge Dr
  Waukesha, WI 53188, USA
  
• 55 Jewelers Park Dr
  Neenah, WI 54956, USA
  
• 55 Jewelers Park Dr
  Neenah, WI 54956, USA
  
• West Bend
  West Bend Office
  2021 South 18th Ave
  #202
  West Bend, WI 53095, USA
  
• West Bend
  West Bend Office
  2021 South 18th Ave
  #202
  West Bend, WI 53095, USA
  

• On-site
• Service
• Full-Time
• Requisition #: PERSO001641

Description

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.

Qualifications

Skills

Behaviors

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Motivations

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.