Account Manager-HNW/Personal Lines
Superior Insurance Partners, Florida, NY, United States
We are seeking an experienced and client-focused
Personal Lines Account Manager
to oversee and service a book of higher-revenue personal lines accounts (accounts generating $750+ in annual revenue). These clients often have more complex coverage needs and value proactive guidance and white-glove service.
This role is responsible for managing the full client lifecycle — including service requests, policy reviews, remarketing/reshopping accounts, renewal strategy, and cross-selling additional lines of coverage. The ideal candidate will combine strong technical insurance knowledge with relationship‑building skills and a proactive sales mindset.
Key Responsibilities Client Service & Account Management
Serve as the primary point of contact for a designated book of higher‑value personal lines clients
Handle all incoming service requests including policy changes, endorsements, billing questions, certificates, claims assistance, and coverage questions
Provide consultative support and coverage guidance tailored to each client’s needs
Proactively review accounts prior to renewal
Reshop accounts with carriers when appropriate to ensure competitive pricing and proper coverage
Conduct scheduled policy review appointments (phone or in‑person)
Present renewal options and explain coverage changes clearly and confidently
Maintain strong retention rates within assigned book
Growth & Cross‑Selling
Identify coverage gaps and cross‑sell additional policies (umbrella, life, recreational vehicles, secondary homes, etc.)
Write and close incoming personal lines leads
Actively round out accounts to increase account revenue and client retention
Maintain accurate and detailed documentation in the agency management system
Follow agency workflows and carrier guidelines
Collaborate with producers and leadership to support agency growth goals
Qualifications
3+ years of personal lines insurance experience preferred
Active Florida Property & Casualty license (required)
Experience working with multiple carriers in an independent agency setting preferred
Strong knowledge of homeowners, auto, umbrella, and specialty personal lines coverages
Experience handling renewals and remarketing accounts
Proven ability to cross‑sell and round out accounts
Proficiency in agency management systems and carrier rating platforms
Strong communication skills (written and verbal)
Relationship‑driven and service‑oriented mindset
Proactive and highly organized
Detail‑oriented with strong follow‑through
Comfortable discussing coverage gaps and recommending additional protection
Ability to manage multiple priorities in a fast‑paced environment
Professional presence suitable for higher‑net‑worth clientele
Ideal Candidate Profile The ideal person for this role is not just a service representative — they are a
relationship manager and trusted advisor .
#J-18808-Ljbffr
Personal Lines Account Manager
to oversee and service a book of higher-revenue personal lines accounts (accounts generating $750+ in annual revenue). These clients often have more complex coverage needs and value proactive guidance and white-glove service.
This role is responsible for managing the full client lifecycle — including service requests, policy reviews, remarketing/reshopping accounts, renewal strategy, and cross-selling additional lines of coverage. The ideal candidate will combine strong technical insurance knowledge with relationship‑building skills and a proactive sales mindset.
Key Responsibilities Client Service & Account Management
Serve as the primary point of contact for a designated book of higher‑value personal lines clients
Handle all incoming service requests including policy changes, endorsements, billing questions, certificates, claims assistance, and coverage questions
Provide consultative support and coverage guidance tailored to each client’s needs
Proactively review accounts prior to renewal
Reshop accounts with carriers when appropriate to ensure competitive pricing and proper coverage
Conduct scheduled policy review appointments (phone or in‑person)
Present renewal options and explain coverage changes clearly and confidently
Maintain strong retention rates within assigned book
Growth & Cross‑Selling
Identify coverage gaps and cross‑sell additional policies (umbrella, life, recreational vehicles, secondary homes, etc.)
Write and close incoming personal lines leads
Actively round out accounts to increase account revenue and client retention
Maintain accurate and detailed documentation in the agency management system
Follow agency workflows and carrier guidelines
Collaborate with producers and leadership to support agency growth goals
Qualifications
3+ years of personal lines insurance experience preferred
Active Florida Property & Casualty license (required)
Experience working with multiple carriers in an independent agency setting preferred
Strong knowledge of homeowners, auto, umbrella, and specialty personal lines coverages
Experience handling renewals and remarketing accounts
Proven ability to cross‑sell and round out accounts
Proficiency in agency management systems and carrier rating platforms
Strong communication skills (written and verbal)
Relationship‑driven and service‑oriented mindset
Proactive and highly organized
Detail‑oriented with strong follow‑through
Comfortable discussing coverage gaps and recommending additional protection
Ability to manage multiple priorities in a fast‑paced environment
Professional presence suitable for higher‑net‑worth clientele
Ideal Candidate Profile The ideal person for this role is not just a service representative — they are a
relationship manager and trusted advisor .
#J-18808-Ljbffr