What are the responsibilities and job description for the Personal Lines Account Manager position at R&R Wealth Management, LLC?
Job Details
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
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
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.
Apply today!
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
- 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
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
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.
Apply today!