Personal Lines Account Manager

Personal Lines Account Manager

Role at R&R Wealth Management, LLC.

• Manage a portfolio of about 350–450 personal lines accounts, delivering service that feels personal, proactive, and effortless.
• Be the client’s 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 everything 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.

• Active property & casualty license (or ability to obtain within 90 days of hire).
• 3–4+ years in personal lines insurance with direct client service responsibilities; independent agency experience preferred.
• Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS
  360.
• Clear, professional communication both written and verbal with strong listening skills and a genuine, service‑oriented tone.
• Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure.
• Confidence to handle most client needs independently and resourcefulness to find answers when needed.
• Collaborative mindset that supports colleagues and contributes to shared client success.
• Drive to keep learning, improving, and advancing your insurance expertise.
• Ethical, accountable, and professional integrity; you do the right thing, even when it’s not the easy thing.
• 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, the full range of voluntary benefits, a robust wellness program, 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.
• On‑site fitness center, employee café, modern ergonomic office, and endless popcorn, great coffee, and flavored water to keep you energized.

Apply today to join a team that values growth, integrity, and client service.