Personal Lines Account Manager

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. Apply today!