What are the responsibilities and job description for the Personal Lines Account Manager position at R&R Insurance Services?
Personal Lines Account Manager
Job Details
Posting Details
Posted on April 1, 2026
LocationsShowing 1 location
Waukesha Office
N14W23900 Stoneridge Dr
Waukesha, WI 53188, USA
+1 more locations
On-site
Service
Full-Time
Requisition #: PERSO001630
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.