Personal Lines Account Manager- High Net Worth

Superior Insurance Partners LLC•Knoxville, TN

About The Position

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.

Requirements

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
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

Responsibilities

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
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