R&R Wealth Management, LLC · 1 month ago
Manager of Account Services - Personal Lines
Waukesha, WI
Full-time
Onsite
Mid, Senior Level
5+ years expR&R Wealth Management, LLC is one of the Midwest’s largest independent insurance agencies, seeking a Manager of Account Services – Personal Lines to lead and develop their Personal Lines service team. The role focuses on coaching, service excellence, and workflow efficiency to enhance the client experience.
Financial Services
Responsibilities
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
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
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
Qualification
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
Preferred
Prior supervisory or leadership experience strongly preferred
Benefits
Best-in-class benefits, including a 37.5-hour workweek and Flex scheduling after 60 days
Company
R&R Wealth Management, LLC
R&R Wealth Management exists to reveal and help achieve what people really want.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2018-01-09Acquired
Company data provided by crunchbase