Personal Lines Account Manager- High Net Worth

Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company’s mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform.

Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.

 

Position Summary

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

Renewal & Retention Strategy

• 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

Administrative & Agency Collaboration

• 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 Tennessee 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

Skills & Competencies

• 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

Compensation & Benefits

• Competitive base salary (based on experience)
• Performance incentives and cross-selling bonuses
• Paid time off
• Professional development opportunities
• Supportive, team-oriented work environment

Ideal Candidate Profile

The ideal person for this role is not just a service representative — they are a relationship manager and trusted advisor.

We are looking for someone who:

• Thinks proactively, not reactively
• Enjoys building long-term client relationships
• Understands coverage deeply and explains it confidently
• Is comfortable discussing premium increases and remarketing options
• Naturally looks for opportunities to improve a client’s protection
• Takes ownership of their book of business
• Has a high level of professionalism and discretion when working with higher-income households

This person should be organized, confident, consultative, and motivated by both service excellence and growth. They should take pride in protecting families and building a well-managed, profitable book of business.