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!

Equal Opportunity Employer


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