Account Manager-HNW/Personal Lines Job at Superior Insurance Partners, Stuart, FL

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  • Superior Insurance Partners
  • Stuart, FL

Job Description

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 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

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

Ideal Candidate Profile

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

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