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Manager of Account Services - Personal Lines

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: R&R Wealth Management, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Management
    Program / Project Manager, Risk Manager/Analyst
  • Insurance
    Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Manager of Account Services - Personal Lines

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Manager of Account Services - Personal Lines

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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
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    Mid-Senior level
Employment type
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