7 account manager jobs found in Waukesha, WI

Employee Benefits Account Manager (Experienced) What You'll Do As an Experienced Employee Benefits Account Manager, you'll serve as the primary day-to-day partner for your clients, helping them navigate renewals, resolve complex service needs, and better understand their benefit plans. Working closely with consultants, carriers, and internal teams, you'll build trusted relationships through proactive communication, dependable follow-through, and the high-touch service experience R&R is known for.   This is an opportunity to join a collaborative team where experienced professionals are empowered to build lasting client relationships, solve complex challenges, and deliver exceptional service every day. Client Relationship & Service Management Independently manage a book of fully insured and self-funded employee benefits clients. Serve as the primary point of contact for assigned clients, building trusted relationships and delivering responsive,...

Employee Benefits Account Manager (Experienced) What You'll Do As an Experienced Employee Benefits Account Manager, you'll serve as the primary day-to-day partner for your clients, helping them navigate renewals, resolve complex service needs, and better understand their benefit plans. Working closely with consultants, carriers, and internal teams, you'll build trusted relationships through proactive communication, dependable follow-through, and the high-touch service experience R&R is known for.   This is an opportunity to join a collaborative team where experienced professionals are empowered to build lasting client relationships, solve complex challenges, and deliver exceptional service every day. Client Relationship & Service Management Independently manage a book of fully insured and self-funded employee benefits clients. Serve as the primary point of contact for assigned clients, building trusted relationships and delivering responsive,...

Are you an experienced insurance professional ready to elevate your career in an environment that values growth, innovation, and work-life balance? R&R Insurance Services, one of Wisconsin’s largest independent agencies, is looking for an Experienced Commercial Lines Account Manager to join our award-winning team. If you’re looking for a place that provides both professional development and a supportive, dynamic workplace, R&R could be the next great chapter in your career. At R&R, we don’t just fill positions—we build careers. We provide the tools, the mentorship, and the opportunities for you to take your skills to the next level. If you're ready for a workplace that feels like a community and a team that values your contributions, we want to hear from you. What You’ll Do As a Commercial Lines Account Manager, you will leverage your experience and work directly with clients to provide top-tier service while supporting the Commercial Lines department. In this...

Personal Lines Account Manager R&R Insurance – Waukesha, WI Are you a Personal Lines professional who enjoys building relationships, managing a book of business, and helping clients truly understand their coverage? R&R Insurance is looking for an experienced Personal Lines Account Manager to join our growing team. This is a client-facing role where you’ll manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs. You’ll play a key role in delivering the high-touch service experience R&R is known for while continuing to grow your technical expertise and industry knowledge. What You’ll Do Manage and service a personal lines book of business, building strong client relationships Serve as a primary point of contact for client questions, coverage reviews, and policy changes Process endorsements, renewals, cancellations, and applications with carrier partners Review policies with...

SUMMARY                                                                      Do you strive for accuracy and have high attention to detail?  R&R Insurance Services, Inc. is searching for an exceptionally talented, bright, and driven individual to join our Accounting Team. The Direct Bill Specialist will support the Accounting Department through posting direct bill commissions received from carriers.  This highly administrative role is responsible for keeping accurate record of all statements.  The Direct Bill Specialist protects the agency’s interests and profits by ensuring that all commission statements are accurate, filed appropriately, and posted in a timely manner; inquiring for additional information and verifying unusual data when necessary.    Requirements 1 - 3 years experience in a data entry or clerical role. Experience in the accounting field or Insurance agency/brokerage experience is a plus Strong computer skills including Microsoft Office products....

Retirement Plan Relationship Manager Strong retirement plans start with understanding the people they serve. At R&R Wealth Management, you’ll help business owners evaluate their plans, support employees, and make retirement planning easier to understand.   R&R Wealth Management, an affiliate of R&R Insurance Services, Inc., is seeking an experienced Retirement Plan Relationship Manager. Combine your technical expertise and relationship-building skills in meaningful work with a team that values collaboration, professional development, and work-life balance.   What You’ll Do As a retirement plan resource for our Wealth Management team, you’ll help employers evaluate their plans and educate participants to make informed decisions. Build lasting client relationships. Partner with business owners and plan sponsors to understand their goals and provide ongoing guidance on employer-sponsored retirement plans. Evaluate plans and recommend...

Are you an accounting professional who values accuracy, organization, and getting the details right? R&R Insurance Services is looking for an Accounts Payable Specialist to support vendor transactions, account reconciliations, commission accounting, and other essential financial processes. This role is a strong fit for someone who works carefully, takes ownership of their responsibilities, and looks for solutions when something does not add up. What You’ll Do Review and verify vendor invoices, statements, and company charges Assign appropriate general ledger accounts and code invoices in AMS360 Prepare payment vouchers and issue checks Manage agency rent payments Reconcile credit card and electronic funds transfer statements Verify sales and use tax on vendor invoices is correct Process employee expense reimbursements Track company sponsorships and charitable donations Enter direct-bill commission statements into AMS360 and verify commission...