Support Specialist - Personal Lines

R&R-Insurance-Services,-In; City of Pewaukee (WI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Structured training program

License support to achieve P&C license

Competitive benefits package

Paid time off

Job summary

R&R Insurance Services, Inc. is seeking a Support Specialist on the Personal Lines team to provide behind-the-scenes service that helps Account Managers deliver an exceptional client experience.

Join a Wisconsin-based independent agency with hands-on training, license support toward a Property & Casualty license within 90 days, and opportunities for long-term growth. The role is on-site, full-time, with a comprehensive benefits package.

Qualifications

• Two years of professional work experience (or at least one year with R&R Insurance)
• Customer-first approach and professional demeanor
• Previous office, administrative, customer service, or insurance experience is helpful but not required
• Comfortable using Microsoft Office or Google Workspace
• Strong organizational and time management skills
• Effective verbal and written communication skills
• Collaborative mindset and willingness to support teammates
• The ability to solve problems, ask questions, and continuously learn
• High school diploma or equivalent

Responsibilities

• Supporting Account Managers and Producers with day-to-day service requests
• Entering and processing claims while communicating basic claim information to clients
• Creating and distributing Evidence of Insurance documents
• Verifying policy transactions and maintaining accurate client records
• Navigating our agency management and document management systems
• Following up on requests and resolving issues in a timely manner
• Prioritizing multiple tasks while adapting to changing priorities
• Building a strong understanding of insurance products, coverages, and agency operations

Skills

Customer service

Organizational skills

Communication skills

Office software

Education

High school diploma or equivalent

Tools

Agency management system

Document management systems

Job description

• On-site
• Service
• Full-Time
• Requisition #: PLSUP001642

Description

Launch Your Career in Insurance

Looking for a career where you can learn, grow, and make an impact from day one?

At R&R Insurance, our Support Specialists are the foundation of our client service teams. This is an excellent opportunity for someone early in their career who enjoys helping people, thrives in a fast-paced environment, and wants to build a long-term career in the insurance industry.

You’ll receive hands-on training, work alongside experienced professionals, and gain exposure to the systems, products, and processes that keep one of Wisconsin’s largest independent insurance agencies running. If you’re curious, organized, and eager to learn, we’ll teach you the rest.

What You’ll Do

As a Support Specialist on our Personal Lines team, you’ll provide behind-the-scenes support that helps our Account Managers deliver an exceptional client experience for individuals and families. Along the way, you’ll develop valuable insurance knowledge while learning how personal insurance products like home, auto, umbrella, recreational vehicle coverage help protect what matters most.

Your responsibilities will include:

• Supporting Account Managers and Producers with day-to-day service requests
• Entering and processing claims while communicating basic claim information to clients
• Creating and distributing Evidence of Insurance documents
• Verifying policy transactions and maintaining accurate client records
• Navigating our agency management and document management systems
• Following up on requests and resolving issues in a timely manner
• Prioritizing multiple tasks while adapting to changing priorities
• Building a strong understanding of insurance products, coverages, and agency operations

What You’ll Bring

We’re looking for someone with a positive attitude, strong attention to detail, and a genuine desire to learn.

Ideally, you’ll have:

• Two years of professional work experience (or at least one year with R&R Insurance)
• A customer-first approach and professional demeanor
• Previous office, administrative, customer service, or insurance experience is helpful but not required
• Comfortable using Microsoft Office or Google Workspace
• Strong organizational and time management skills
• Effective verbal and written communication skills
• A collaborative mindset and willingness to support teammates
• The ability to solve problems, ask questions, and continuously learn
• High school diploma or equivalent

Licensing Requirement: A Property & Casualty insurance license is required within 90 days of employment. R&R provides training and support to help you achieve your license.

Why Join R&R?

At R&R, we believe great people build great organizations. We’ve spent nearly 50 years building a culture focused on growth, collaboration, innovation, and long-term success.

When you join R&R, you’ll find:

• A supportive team that enjoys helping one another succeed
• A structured training program and ongoing professional development
• Opportunities to build a long-term career with multiple career paths
• Flex Fridays after your introductory period
• Competitive benefits, retirement plans, and paid time off
• A culture built on collaboration, integrity, and doing what's right for our clients

If you’re looking for more than just your next job and want to build a career with a company that’s committed to your success, we’d love to meet you.

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.