Personal Lines Private Client Account Manager en R&R Insurance

What You’ll Do

• Manage a portfolio of about 175–225 private client 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 of insurance agency or carrier experience, ideally in personal lines. Private client or high-net-worth experience is a plus.
• Technical Skills: Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS360.
• 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.