R&R Insurance Services Inc.
Personal Lines Account Manager
R&R Insurance Services Inc., Waukesha, Wisconsin, United States, 53188
Personal Lines Account Manager – R&R Insurance Services Inc.
Responsibilities
Manage a portfolio of approximately 350-450 personal lines accounts, delivering service that feels personal, proactive, and effortless.
Act as a trusted guide. Answer coverage questions, review policies, and identify opportunities to improve protection before clients ask.
Handle renewals professionally—negotiating with carriers, crafting clear proposals, and ensuring timely, smooth delivery.
Grow client relationships—quote new lines of coverage, identify coverage gaps, and cross‑sell when truly beneficial.
Maintain accurate, efficient processing of applications, endorsements, renewals, and cancellations.
Collaborate with carrier partners, underwriters, and marketing representatives to achieve optimal outcomes.
Mentor and uplift teammates, supporting collective success.
Communicate clearly, follow through on commitments, and consistently deliver with care.
What You’ll Bring
Licensing:
Active Property & Casualty license (or ability to obtain within 90 days of hire).
Experience:
3‑4+ years in personal lines insurance with direct client service responsibilities; independent agency experience preferred.
Technical Skills:
Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS360.
Communication:
Clear, professional written & verbal communication with strong listening skills and genuine, service‑oriented tone.
Organization:
Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure.
Problem‑Solving:
Confidence to handle most client needs independently and resourcefulness to find solutions when necessary.
Teamwork:
Collaborative mindset that supports colleagues and contributes to shared client success.
Growth Mindset:
Drive to keep learning, improving, and advancing insurance expertise.
Integrity:
Ethical, accountable, and professional; you do the right thing, even when it’s not the easy thing.
Education:
High‑school diploma required; associate degree or higher preferred.
Why Join Us?
A family‑friendly environment that fosters collaboration and support.
A clear path for career growth through mentorship, training, and continuing education.
Competitive wages and comprehensive benefits—medical, dental, vision, life, disability, FSA, voluntary benefits, robust wellness program, 401(k) with company match, and profit sharing.
Excellent work/life harmony with a 37.5‑hour week, generous PTO, Flex Fridays, and scheduling flexibility.
Unlimited snacks, great coffee, and flavored water.
Access to an on‑site fitness center, employee café, and a modern, ergonomic office designed for comfort.
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Responsibilities
Manage a portfolio of approximately 350-450 personal lines accounts, delivering service that feels personal, proactive, and effortless.
Act as a trusted guide. Answer coverage questions, review policies, and identify opportunities to improve protection before clients ask.
Handle renewals professionally—negotiating with carriers, crafting clear proposals, and ensuring timely, smooth delivery.
Grow client relationships—quote new lines of coverage, identify coverage gaps, and cross‑sell when truly beneficial.
Maintain accurate, efficient processing of applications, endorsements, renewals, and cancellations.
Collaborate with carrier partners, underwriters, and marketing representatives to achieve optimal outcomes.
Mentor and uplift teammates, supporting collective success.
Communicate clearly, follow through on commitments, and consistently deliver with care.
What You’ll Bring
Licensing:
Active Property & Casualty license (or ability to obtain within 90 days of hire).
Experience:
3‑4+ years in personal lines insurance with direct client service responsibilities; independent agency experience preferred.
Technical Skills:
Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS360.
Communication:
Clear, professional written & verbal communication with strong listening skills and genuine, service‑oriented tone.
Organization:
Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure.
Problem‑Solving:
Confidence to handle most client needs independently and resourcefulness to find solutions when necessary.
Teamwork:
Collaborative mindset that supports colleagues and contributes to shared client success.
Growth Mindset:
Drive to keep learning, improving, and advancing insurance expertise.
Integrity:
Ethical, accountable, and professional; you do the right thing, even when it’s not the easy thing.
Education:
High‑school diploma required; associate degree or higher preferred.
Why Join Us?
A family‑friendly environment that fosters collaboration and support.
A clear path for career growth through mentorship, training, and continuing education.
Competitive wages and comprehensive benefits—medical, dental, vision, life, disability, FSA, voluntary benefits, robust wellness program, 401(k) with company match, and profit sharing.
Excellent work/life harmony with a 37.5‑hour week, generous PTO, Flex Fridays, and scheduling flexibility.
Unlimited snacks, great coffee, and flavored water.
Access to an on‑site fitness center, employee café, and a modern, ergonomic office designed for comfort.
#J-18808-Ljbffr