Personal Lines Account Manager — Growth & Client Care

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

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.

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.

Skills

Customer service

Negotiation

Communication

Organization

Teamwork

Problem-Solving

Insurance knowledge

Education

High-school diploma

Associate degree or higher

Tools

Microsoft Office

AMS360

Job description

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.