Myknowledgebroker
Manager of Account Services - Personal Lines
Myknowledgebroker, Waukesha, Wisconsin, United States, 53188
Manager of Account Services - Personal Lines
Job Category : Service
Requisition Number : MANAG001611
Posted : November 18, 2025
Full-Time
On-site
Locations Showing 1 location
Are you an experienced Personal Lines insurance professional who loves developing people just as much as serving clients? R&R Insurance is looking for a
Manager of Account Services – Personal Lines
to help guide, mentor, and elevate our Personal Lines service team across multiple office locations. This is an opportunity to lead within one of the Midwest’s largest independent insurance agencies—where your ideas matter, your growth is supported, and your leadership directly impacts the client experience.
What You’ll Do
As the manager, you’ll play a key leadership role focused on coaching, service excellence, and workflow efficiency. Your work will help uphold the elite client experience R&R is known for.
Leadership & Team Development
Support and supervise Personal Lines Account Managers, Team Leads, and Support Specialists
Provide ongoing coaching, training, mentorship, and performance feedback
Participate in hiring decisions, onboarding, and team development planning
Lead team meetings, coordinate staffing needs, and support overall department culture
Client Experience & Workflow Excellence
Monitor service workflows to ensure consistency, accuracy, and efficiency
Serve as a resource for escalated client concerns and complex coverage questions
Support cross-selling and up-selling initiatives within the Personal Lines service team
Ensure service delivery aligns with R&R’s client-first standards
Operational & Strategic Support
Assist in developing department goals and aligning them with agency objectives
Collaborate with underwriters and carrier partners on products, updates, and service strategiesContribute to training programs and employee orientation
Maintain up-to-date industry knowledge, implementing best practices as the industry evolves
Ensure adherence to department budget guidelines
What You Bring
We’re looking for someone who leads with service, develops others, and thrives in a fast-paced, team-oriented environment.
Required
Active Property & Casualty license
5+ years of insurance agency experience
or
at least two years of experience working at R&R
Prior supervisory or leadership experience strongly preferred
Advanced experience with Microsoft Office/Google Suite, plus strong familiarity with agency management systems
Exceptional communication skills—verbal, written, and over the phone
Proven ability to manage multiple tasks with accuracy and organization
A collaborative mindset and ability to build strong internal relationships
A proactive, creative approach to problem solving
A strong commitment to client service and maintaining long-term relationships
Demonstrated professional integrity and sound decision-making skills
A passion for continuous learning, both for yourself and your team
Why Join Us R&R Insurance is a place where talented service professionals build long-term careers. As a fiercely independent, family-led agency, our priorities are simple: clients first, employees always, and growth that benefits both.
Here’s what makes R&R a great place to build your future:
Independence that puts people first
– No private equity, no Wall Street pressure, no short-term thinking
Supportive leadership
that invests in your development
Best-in-class benefits , including a 37.5-hour workweek and Flex scheduling after 60 days
Award-winning culture
where teamwork, integrity, and innovation thrive
Real opportunities to grow , with leaders who promote from within
If you’re ready to lead with purpose, support a high-performing team, and continue advancing your Personal Lines career, we’d love to talk.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Requisition Number : MANAG001611
Posted : November 18, 2025
Full-Time
On-site
Locations Showing 1 location
Are you an experienced Personal Lines insurance professional who loves developing people just as much as serving clients? R&R Insurance is looking for a
Manager of Account Services – Personal Lines
to help guide, mentor, and elevate our Personal Lines service team across multiple office locations. This is an opportunity to lead within one of the Midwest’s largest independent insurance agencies—where your ideas matter, your growth is supported, and your leadership directly impacts the client experience.
What You’ll Do
As the manager, you’ll play a key leadership role focused on coaching, service excellence, and workflow efficiency. Your work will help uphold the elite client experience R&R is known for.
Leadership & Team Development
Support and supervise Personal Lines Account Managers, Team Leads, and Support Specialists
Provide ongoing coaching, training, mentorship, and performance feedback
Participate in hiring decisions, onboarding, and team development planning
Lead team meetings, coordinate staffing needs, and support overall department culture
Client Experience & Workflow Excellence
Monitor service workflows to ensure consistency, accuracy, and efficiency
Serve as a resource for escalated client concerns and complex coverage questions
Support cross-selling and up-selling initiatives within the Personal Lines service team
Ensure service delivery aligns with R&R’s client-first standards
Operational & Strategic Support
Assist in developing department goals and aligning them with agency objectives
Collaborate with underwriters and carrier partners on products, updates, and service strategiesContribute to training programs and employee orientation
Maintain up-to-date industry knowledge, implementing best practices as the industry evolves
Ensure adherence to department budget guidelines
What You Bring
We’re looking for someone who leads with service, develops others, and thrives in a fast-paced, team-oriented environment.
Required
Active Property & Casualty license
5+ years of insurance agency experience
or
at least two years of experience working at R&R
Prior supervisory or leadership experience strongly preferred
Advanced experience with Microsoft Office/Google Suite, plus strong familiarity with agency management systems
Exceptional communication skills—verbal, written, and over the phone
Proven ability to manage multiple tasks with accuracy and organization
A collaborative mindset and ability to build strong internal relationships
A proactive, creative approach to problem solving
A strong commitment to client service and maintaining long-term relationships
Demonstrated professional integrity and sound decision-making skills
A passion for continuous learning, both for yourself and your team
Why Join Us R&R Insurance is a place where talented service professionals build long-term careers. As a fiercely independent, family-led agency, our priorities are simple: clients first, employees always, and growth that benefits both.
Here’s what makes R&R a great place to build your future:
Independence that puts people first
– No private equity, no Wall Street pressure, no short-term thinking
Supportive leadership
that invests in your development
Best-in-class benefits , including a 37.5-hour workweek and Flex scheduling after 60 days
Award-winning culture
where teamwork, integrity, and innovation thrive
Real opportunities to grow , with leaders who promote from within
If you’re ready to lead with purpose, support a high-performing team, and continue advancing your Personal Lines career, we’d love to talk.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr