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Personal Lines Account Manager

Job in West Bend, Washington County, Wisconsin, 53096, USA
Listing for: R&R Insurance Services
Full Time position
Listed on 2026-02-03
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent
Job Description & How to Apply Below
What You'll Do

* Manage a portfolio of about 350-450 personal lines accounts, delivering service that feels personal, proactive, and effortless.

* Be their trusted guide. Answer coverage questions, review policies, and spot opportunities to improve protection before clients even ask.

* Handle renewals like a pro. Negotiate with carriers, craft clear and compelling proposals, and ensure smooth, timely delivery.

* Grow the relationship. Quote new lines of coverage, identify coverage gaps, and cross-sell when it truly benefits the client.

* Keep it all running smoothly. Process applications, endorsements, renewals, and cancellations accurately and efficiently.

* Build bridges. Work closely with carrier partners, underwriters, and marketing reps to deliver the best outcomes.

* Lift others up. Share your expertise and mentor newer teammates because when one of us wins, we all win.

* Stay organized and dependable. Communicate clearly, follow through on every commitment, and always deliver with care.

What You'll Bring

You're a dependable, motivated professional who takes pride in providing personalized service and expert advice. Here's what helps you thrive in this role:

* 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 AMS
360.

* Communication:
Clear, professional communication (both written and verbal) with strong listening skills and a 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 answers when needed.

* Teamwork: A collaborative mindset that supports colleagues and contributes to our shared client success.

* Growth Mindset: A drive to keep learning, improving, and advancing your 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?

At R&R Insurance, we're all about supporting your growth and giving you the tools to succeed. Here's why we think you'll love working with us:

* A family-friendly environment that's just as warm as it sounds. Bonus points that you'll be working alongside a fun, collaborative team that truly supports each other.

* A clear path for career growth through mentorship, training, and continuing education. We invest in your future.

* Competitive wages and full benefits:
Medical, Dental, Vision, Life, Disability, FSA, a wide range of voluntary benefits, and a robust Wellness Program. Plus, a 401(k) with company match and profit sharing.

* Excellent work/life harmony with a 37.5-hour work week, generous paid time off, Flex Fridays, and other scheduling flexibility so you can enjoy more of life outside the office.

* An endless supply of popcorn, great coffee, and flavored water to keep you going.

* Access to an on-site fitness center, employee café, and a modern, ergonomic office designed with your comfort in mind.
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