ZipRecruiter

Log In

1

Insurance With Ams360 Jobs in Wisconsin (NOW HIRING)

The Jonus Group

Personal Lines CSR

Beaver Dam, WI · On-site

$26/hr

... with agency management systems such as Applied EPIC or AMS360 is preferred. * Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus ...

New

previous page

Showing results 21-36

All JobsInsurance With Ams360 JobsInsurance With Ams360 Jobs in Wisconsin

Insurance With Ams360 information

What is insurance with AMS360?

Insurance with AMS360 refers to the management and administration of insurance policies, clients, and agency operations using the AMS360 management system. AMS360 is a popular agency management software developed by Vertafore that streamlines workflows for independent insurance agencies. It helps agencies handle customer information, track policies, process renewals, generate reports, and manage accounting, all in one platform. This system is widely used to improve efficiency, accuracy, and customer service in the insurance industry.

What is the difference between Insurance With Ams360 vs Insurance Agent?

AspectInsurance With Ams360Insurance Agent
CredentialsTypically requires licensing and industry certificationsRequires state licensing and often certifications
Work EnvironmentOffice-based, using software like Ams360 for policy managementOffice or client-facing, involving direct customer interaction
Industry UsageUsed by agencies for policy administration and CRMUsed by professionals selling and managing insurance policies

Insurance With Ams360 is a software platform used by insurance agencies to manage policies, whereas an Insurance Agent is a professional who sells and manages insurance policies. While both roles require licensing, the software focuses on administrative tasks, and the agent interacts directly with clients. Understanding these differences helps clarify the distinct functions within the insurance industry.

What are the key skills and qualifications needed to thrive as an insurance professional using AMS360?

To thrive as an Insurance Professional using AMS360, you need a solid understanding of insurance products, policy management, and industry regulations, typically supported by relevant licenses such as a Property & Casualty Insurance License. Proficiency in AMS360 agency management software, as well as familiarity with CRM systems and digital document management tools, is crucial. Strong attention to detail, organizational skills, and effective communication set top performers apart in this role. These skills ensure accurate policy processing, regulatory compliance, and excellent client service in a competitive insurance environment.

What are some common challenges faced by insurance professionals working with AMS360, and how can they be managed?

Insurance professionals using AMS360 often face challenges such as adapting to frequent software updates, ensuring data accuracy, and streamlining workflows within the platform. Successfully managing these challenges typically involves staying up-to-date with training resources, leveraging support from the AMS360 community, and collaborating closely with team members to share best practices. Many agencies also designate 'super users' or system administrators to help resolve technical issues and provide ongoing support, fostering a smoother workflow for the entire team.
What are popular job titles related to Insurance With Ams360 jobs in Wisconsin? For Insurance With Ams360 jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance With Ams360 jobs in Wisconsin look for? The top searched job categories for Insurance With Ams360 jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance With Ams360 jobs? Cities in Wisconsin with the most Insurance With Ams360 job openings:
Insurance With Ams360 jobs near you
Infographic showing various Insurance With Ams360 job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Personal Lines Account Manager

R&R Insurance Services, Inc.

Neenah, WI • On-site

$46K - $62K/yr

Full-time

Re-posted 7 days ago

Job description

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 clients and proactively identify coverage gaps or additional needs
  • Support the renewal process, ensuring accuracy, timeliness, and alignment with client goals
  • Quote new business and remarket accounts as needed
  • Collaborate with producers, carriers, and internal team members to deliver solutions
  • Maintain strong organization and follow-through across tasks and client requests

 

What You’ll Bring

  • Licensing: Active Property & Casualty license required or ability to obtain within 90 days of employment
  • Experience: 3+ years of insurance agency or carrier experience, ideally in personal lines and a client-facing role
  • Technical Skills: Proficiency in Microsoft Office; experience with agency management systems (AMS360, EPIC, etc.) is a plus
  • Communication: Clear, professional communication with strong client-facing presence
  • Organization: Ability to manage multiple priorities in a fast-paced environment with strong attention to detail
  • Problem Solving: Comfortable navigating client needs, resolving issues, and knowing when to leverage additional resources
  • Team Mindset: Collaborative approach with a willingness to support team success

Why Join R&R Insurance?

We’re a family-led, fiercely independent agency that’s been serving clients since 1975. That independence allows us to invest in our people, make long-term decisions, and stay focused on what matters most—our clients and our team.

At R&R, you’ll find:

  • A collaborative, team-first culture
  • Strong carrier relationships and market access
  • Opportunities for growth and continued development
  • Competitive compensation and benefits
  • Flex Fridays and a 37.5-hour work week

About R&R Insurance

R&R Insurance is proudly family-led, Midwest-rooted, and driven by a mission to deliver peace of mind through service, integrity, and expertise. Our award-winning team continues to grow because of our commitment to clients—and to each other.

Join the Knowledge Broker Team and take the next step in your career with R&R.
Apply today!

Apply