R&R Wealth Management, LLC
Manager of Account Services - Personal Lines
R&R Wealth Management, LLC, Waukesha, Wisconsin, United States, 53188
Manager of Account Services - Personal Lines
Join to apply for the
Manager of Account Services - Personal Lines
role at
R&R Wealth Management, LLC Manager of Account Services - Personal Lines
1 week ago Be among the first 25 applicants Join to apply for the
Manager of Account Services - Personal Lines
role at
R&R Wealth Management, LLC Get AI-powered advice on this job and more exclusive features. Description
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 Job Details
Description
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 strategies Contribute 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at R&R Wealth Management, LLC by 2x Sign in to set job alerts for “Account Services Manager” roles.
Waukesha, WI $85,000.00-$140,000.00 2 weeks ago Milwaukee, WI $116,400.00-$174,600.00 2 weeks ago Health Promotions Manager - Health Promotions Program
Milwaukee, WI $59,692.00-$76,667.00 2 weeks ago Help Desk Support Services Manager - Information Technology (IT)
Registered Nurse IOP PHP (Monday-Friday, 11am-7:30pm)
Registered Nurse (Monday-Friday 12pm-8:30pm)
Registered Nurse (Overnight: 12 or 8 hour shifts)
Manager of Account Services - Personal Lines
Sales Specialist, Warehouse Automation Parts
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Manager of Account Services - Personal Lines
role at
R&R Wealth Management, LLC Manager of Account Services - Personal Lines
1 week ago Be among the first 25 applicants Join to apply for the
Manager of Account Services - Personal Lines
role at
R&R Wealth Management, LLC Get AI-powered advice on this job and more exclusive features. Description
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 Job Details
Description
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 strategies Contribute 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at R&R Wealth Management, LLC by 2x Sign in to set job alerts for “Account Services Manager” roles.
Waukesha, WI $85,000.00-$140,000.00 2 weeks ago Milwaukee, WI $116,400.00-$174,600.00 2 weeks ago Health Promotions Manager - Health Promotions Program
Milwaukee, WI $59,692.00-$76,667.00 2 weeks ago Help Desk Support Services Manager - Information Technology (IT)
Registered Nurse IOP PHP (Monday-Friday, 11am-7:30pm)
Registered Nurse (Monday-Friday 12pm-8:30pm)
Registered Nurse (Overnight: 12 or 8 hour shifts)
Manager of Account Services - Personal Lines
Sales Specialist, Warehouse Automation Parts
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr