Associate Sales Executive

1 month ago

Waukesha, United States R&R Insurance and Wealth Management Full time

Are you looking for a career as an Insurance Sales Professional? Hoping to find an agency that will support you with marketing, client resources, & access to the top carriers in the industry? R&R Insurance Services, Inc. is one of the largest family owned independent agencies in the Midwest. We support our Producers with a strong foothold in the Private Client space, industry-leading development, back-end support, & product resources. We are looking for top-tier Producers who know their way around high value & executive homes, exotic & collector cars, marine & recreational vehicles, high limit umbrellas, & niche coverages like personal cyber, jewelry, & high value collectibles.

Your core day-to-day responsibilities will include:

  • Achieve objectives established in annual producer sales plan
  • Prospect new business by cold calling, referrals, natural market, target group, etc.
  • Determine insurance needs, inspect current policies, risk management plan, property, and records
  • Collect risk and underwriting info and develop specifications for new and existing business
  • Develop and maintain positive relationships with new and existing business clients
  • Identify underwriting markets and design underwriting and service programs
  • Market new and existing accounts and complete submissions
  • Develop sales presentations and meet with clients
  • Handle major claims and follow through with service plan for existing business
  • Sell the account and/or cross sell unwritten portions of account
  • Participate in renewals by reviewing expiration list with service staff to determine appropriate action
  • Analyze policies and coverage for adequacy
  • Maintain production reports and attend sales meetings


We are the Knowledge Brokers, and we’re searching for exceptionally talented, bright, and driven individuals to join our team. If you’d like to join an agency that fosters a strong sales culture, is compassionate about customer needs, and can help take your career to the next level, then this is the position for you. We’re looking for someone with 1+ years of proven successful sales experience specifically focused on Business-to-Customer Individuals. You’ll need a Associate Degree or equivalent experience, and all the intangibles that go along with being a successful Producer; initiative, professionalism, accountability, and the ability to communicate, market, and close deals. A Property & Casualty Insurance License must be obtained within 90 days of starting in the role as a condition of employment along with the means to conduct local travel is required.

We’re looking for qualified candidates to start Full-Time as soon as possible. Our Compensation Agreement includes a base salary PLUS an extremely competitive commission package in addition to reimbursements and discounts. We’re able to align a plan with your current income. We’ve positioned ourselves as a great place to work with top-notch offerings in Medical, Dental, 401K, Profit Sharing, PTO, Paid Holidays and more. We have a state-of-the-art corporate headquarters that was completely re-built in 2019 and includes cutting edge technology, an on-site fitness center, Smart Casual work environment, and a space to collaborate with your team that is unrivaled in the area.

If you’re looking to take your career to the next level, see for yourself why R&R is like no other.

Join the KnowledgeBroker Team today

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