Personal Lines Account Manager

R&R Insurance Services Inc.; Waukesha (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

PTO

On-site fitness center

Flexible scheduling

Profit sharing

Flexible scheduling

Job summary

A leading insurance service provider is seeking a Personal Lines Account Manager in Waukesha, Wisconsin. The successful candidate will manage personal lines accounts, enhance client relationships, and ensure effective communication throughout the service process. With 3-4+ years of relevant experience and strong organizational skills, this role offers career growth, competitive wages, and comprehensive benefits including medical and 401(k). Enjoy a family-friendly work environment that values professional development and collaboration.

Qualifications

• 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; independent agency experience preferred.
• Comfortable learning insurance management systems.
• Clear, professional written and verbal communication skills.
• Organized with ability to juggle multiple priorities and meet deadlines.
• Problem-solving mindset and resourcefulness.
• Team player with collaborative attitude.
• Growth mindset and commitment to ongoing insurance expertise.
• High-school diploma required; associate degree preferred.

Responsibilities

• Manage a portfolio of approximately 350-450 personal lines accounts.
• Act as a trusted guide for clients regarding coverage questions and policy reviews.
• Handle renewals professionally and negotiate with carriers.
• Grow client relationships—quote new lines of coverage, identify coverage gaps, and cross-sell when truly beneficial.
• Maintain accurate, efficient processing of applications, endorsements, renewals, and cancellations.
• Collaborate with carrier partners, underwriters, and marketing representatives to achieve optimal outcomes.
• Mentor and uplift teammates, supporting collective success.
• Communicate clearly, follow through on commitments, and consistently deliver with care.

Skills

Customer service

Negotiation

Communication

Organization

Teamwork

Problem-Solving

Insurance knowledge

Growth mindset

Integrity

Education

High-school diploma

Associate degree or higher

Tools

Microsoft Office

AMS360

Job description

Personal Lines Account Manager – R&R Insurance Services Inc.

Responsibilities

• Manage a portfolio of approximately 350-450 personal lines accounts, delivering service that feels personal, proactive, and effortless.
• Act as a trusted guide. Answer coverage questions, review policies, and identify opportunities to improve protection before clients ask.
• Handle renewals professionally—negotiating with carriers, crafting clear proposals, and ensuring timely, smooth delivery.
• Grow client relationships—quote new lines of coverage, identify coverage gaps, and cross‑sell when truly beneficial.
• Maintain accurate, efficient processing of applications, endorsements, renewals, and cancellations.
• Collaborate with carrier partners, underwriters, and marketing representatives to achieve optimal outcomes.
• Mentor and uplift teammates, supporting collective success.
• Communicate clearly, follow through on commitments, and consistently deliver with care.

What You’ll Bring

• 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 written & verbal communication with strong listening skills and 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 solutions when necessary.
• Teamwork: Collaborative mindset that supports colleagues and contributes to shared client success.
• Growth Mindset: Drive to keep learning, improving, and advancing 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?

• A family‑friendly environment that fosters collaboration and support.
• A clear path for career growth through mentorship, training, and continuing education.
• Competitive wages and comprehensive benefits—medical, dental, vision, life, disability, FSA, voluntary benefits, robust wellness program, 401(k) with company match, and profit sharing.
• Excellent work/life harmony with a 37.5‑hour week, generous PTO, Flex Fridays, and scheduling flexibility.
• Unlimited snacks, great coffee, and flavored water.
• Access to an on‑site fitness center, employee café, and a modern, ergonomic office designed for comfort.