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R&R Wealth Management, LLC

Account Manager - Commercial Lines

R&R Wealth Management, LLC, West Bend, Wisconsin, United States, 53096

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Account Manager - Commercial Lines

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R&R Wealth Management, LLC .

About R&R Insurance Services R&R Insurance Services, one of Wisconsin’s largest independent agencies, is looking for an experienced Commercial Lines Account Manager to join our award-winning team. At R&R, we don’t just fill positions—we build careers. We provide the tools, the mentorship, and the opportunities for you to take your skills to the next level.

What You’ll Do As a Commercial Lines Account Manager, you will leverage your experience and work directly with clients to provide top-tier service while supporting the Commercial Lines department. In this role, you will have the opportunity to:

Manage key client servicing tasks and ensure smooth communication, building strong relationships with clients and internal stakeholders alike

Use your expertise in commercial insurance to assist with policy reviews, quoting, and resolving complex client needs, contributing directly to business growth

Work alongside Sales Executives and Account Managers to streamline processes and support new business initiatives, gaining exposure to various aspects of the commercial insurance field

Take ownership of your professional development with opportunities to lead projects, collaborate with experts, and expand your knowledge in commercial lines

Contribute to a high-performance team culture where your experience and ideas are valued, and where growth is fostered every step of the way

What You’ll Bring We’re looking for experienced professionals who want to take the next step in their careers. You bring:

3+ years of experience in an insurance service role, particularly in commercial lines, with a strong focus on client service and solutions

An active Property & Casualty license and an advanced understanding of commercial insurance products and coverages

A track record of delivering exceptional client service, while managing complex tasks with attention to detail

Strong communication skills, with the ability to collaborate across teams and engage clients effectively

A professional, proactive approach to problem‑solving and client relations

Comfort with technology (Microsoft Office, insurance software, etc.) and the ability to quickly learn new systems and processes

Benefits

Advance your career with ongoing training, mentorship, and professional development opportunities

Enjoy a dynamic, collaborative work environment that encourages innovation and supports your career goals

Benefit from a competitive compensation package including generous PTO, 401(k) with company match, profit sharing, health, dental, and vision insurance

Take advantage of a modern ergonomic office environment, including a fitness center and employee café to promote work‑life balance

Enjoy a smart casual dress code and flexible scheduling, including every other Friday afternoon off

Company‑paid continuing education and licensing to keep you at the top of your game

Discounts on personal insurance and local attractions

And yes, amazing coffee, flavored water, and fresh popcorn daily.

Ready to Elevate Your Career? At R&R, we believe that when you grow, we grow. If you’re an experienced insurance professional ready to make a meaningful impact and take your career to the next level, we’d love to meet you. Join us and be a part of a team that values your expertise, supports your growth, and offers an environment where you can thrive.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance and Sales

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