Personal Lines Account Manager

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.

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.

• A family‑friendly environment that’s warm and supportive.
• A clear path for career growth through mentorship, training, and continuing education.
• Competitive wages and full benefits: medical, dental, vision, life, disability, FSA, 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 week, generous paid time off, Flex Fridays, and scheduling flexibility.
• Endless popcorn, great coffee, and flavored water.
• On‑site fitness center, employee café, and a modern, ergonomic office.

At R&R Insurance
, we’re all about supporting your growth and giving you the tools to succeed.