Account Manager- Personal Lines/High Net Worth
Superior Insurance Partners LLC
Account Manager- Personal Lines/High Net Worth Stuart, FL Superior Insurance Partners is a rapidly growing insurance brokerage platform specializing in commercial lines, personal lines, and employee benefits solutions for businesses and individuals across the United States. Through strategic acquisitions and long-term partnerships with leading independent agencies, Superior has built a strong presence throughout the Midwest and Eastern U.S. At the core of Superior's approach is its mission: to improve the lives of its Agency Partners by supporting their personal, professional, and financial goals. Rather than applying a one-size-fits-all model, Superior develops customized growth strategies tailored to each partner agency's unique vision and objectives. Agency partners gain access to a robust shared-services platform that includes accounting and finance, recruiting, human resources, AMS/IT support, marketing, and M&A expertise allowing local agencies to maintain their entrepreneurial culture while benefiting from the scale, resources, and best practices of a larger organization. Long-term economic alignment ensures partners remain invested in the collective success and growth of the platform. Superior Insurance Partners is backed by Tyree & D'Angelo Partners ("TDP"), a leading Chicago-based private equity firm focused on investing in and partnering with lower middle-market businesses. TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. Job description: We are seeking a CSR/Account Manager- Personal Lines/HNW Insurance to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? Come join our friendly, fast paced work environment today! We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Superior Insurance Partners can provide. Responsibilities: Effectively manage high volume of incoming calls. Quoting, endorsements, certificates and contribute to the renewal process. Develop and maintain strong relationships with clients through regular communication and follow-ups. Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a resolution. Keep records of customer interactions, process customer accounts and file documents. Skills: 1-2 years of client service experience Property and Casualty Insurance License Experience with High Net Worth Experience with Applied EPIC or AMS360 a plus Proficiency in Microsoft Office Work Location: In person Compensation Range: 55,000-80,000 depending on experience. #J-18808-Ljbffr Superior Insurance Partners LLC
- Superior Insurance Partners LLC is seeking an Account Manager for Personal Lines/High Net Worth in Stuart, FL. The ideal candidate will effectively manage incoming calls, quote endorsements, and support client relationships. Experience with High Net Worth clients and a...High net worthWork at office
- A leading digital assets wealth platform in New York seeks an Account Manager to manage high-net-worth clients. You will be responsible for building long-lasting relationships using email, phone, and Telegram while maximizing revenue through tailored solutions. Candidates...High net worthRemote work
- ...designed to empower clients to grow, manage, and preserve their crypto holdings... ...a client-first approach, offering high-yield flexible and fixed-term... ...Your role: You will manage the accounts of a list of selected high-net-worth individuals. You will use predominantly...High net worthFixed term contractRemote workWorldwideFlexible hours
$75k - $90k
Commercial Lines Account Manager 3 plus years experience working as a Commercial Lines Account... ...industry today, driven primarily by personal interaction, from initial risk assessment... ...at meeting the insurance needs of high-net-worth individuals and family offices, performing...High net worth- ...A leading insurance agency seeks a Personal Lines Account Manager to oversee client service and communication. This remote role focuses on managing insurance policies, including renewals and claims assistance. The ideal candidate should have over 5 years of industry experience...SuggestedRemote work
$50k - $60k
## Personal Lines Account ManagerApplyremote type: Remotelocations: Florida (Remote): Palm Bay. FL: Monticello... ...:****Title: Personal Lines Account Manager****Fully remote for Florida based... ...delegation, and decision-making skills* High accuracy in handling large work volumes...Remote work- ...passionate about building relationships with high-net-worth clients and delivering exceptional... ...lending expertise, relationship‑management skills, and a commitment to excellence... ...client requests, delivering efficient and personalized service to meet their financial needs....High net worthFull timeWork at office
- ...Capstone Search Group is seeking a Personal Lines Account Manager for a 100% remote position. Ideal candidates will have independent insurance agency experience, proficiency in the Epic management system, and at least two years of personal lines insurance experience....Remote work
- ...Insurance Office of America is looking for a Personal Lines Account Manager. This fully remote role is available for Florida-based candidates and involves overseeing client services, managing insurance policies, and ensuring effective team communication. The ideal candidate...Work at officeRemote work
$50k - $60k
Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to support quoting and binding personal lines policies. This role is fully remote for Florida-based candidates, with potential hybrid requirements for those within a 50-mile radius of a branch...Remote jobWork at office- Seeking a proactive and detail-oriented Personal Lines Account Manager to join a dynamic team. This position plays a pivotal role in ensuring exceptional... ...interpersonal skills, with a client-focused approach. High level of attention to detail and organizational ability....
- ...insurance agency that has delivered risk management solutions since 1977. With a wide... ...in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you... ...guidelines. In addition, you will provide a high level of support in obtaining,...Work at office
$65k - $110k
LRP Media Group is looking for an Account Executive to manage a portfolio of High Net Worth clients and interact with them regularly. This full-time position offers a flexible hybrid work schedule, requiring at least 2 days a week in the Palm Beach Gardens, FL office. Responsibilities...High net worthFull timeWork at officeFlexible hours2 days per week- ...Personal Lines Insurance Producer Own a Personal Lines Insurance Producer... ...relationships with high-net-worth clients and centers of influence... ...Salesforce daily to track activity, manage pipeline, and maintain sales... ...the market and win accounts Represent the firm through...High net worthLocal area
- JPMorganChase is looking for a Relationship Manager in Consumer and Community Banking to foster high-net-worth client relationships across banking, lending, and investments in the Town of Florida, NY. This role requires at least five years of experience in financial services...High net worth
- ...United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex... ...tax planning services. A Bachelor's in Accounting is required, alongside a CPA license and 4+ years...High net worth
- ...clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities include building client relationships, offering personalized investment solutions, and demonstrating a deep understanding of financial markets...High net worthFull time
- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...High net worth
- ...ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both... ...role involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for professional...High net worth
- ...tax structuring. The position offers the opportunity to advise high-net-worth individuals and global families on complex inbound and... ...Assist with private client structuring and compliance matters Manage client relationships and support strategic advisory work Who...High net worth
$240k - $375k
...Years Experience $240,000-$375,000 A highly respected AmLaw 200 firm is seeking an Investment... ...complex fund formation and investment management matters across a broad range of... ...collaborative culture Exposure to high‑net‑worth, institutional, and sponsor‑side clients...High net worth$400k
Job Description Senior VP / Financial Advisor Roles - Ultra High Net Worth Market - FL - 27739476 Our client is the world’s largest Wealth Manager, ranked #1 in Client Satisfaction and offering a competitive buy‑out and annual earnings package opportunity to Wealth Management...High net worthLocal areaRelocationRelocation package- ...first mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore,... ...support to advisory teams to ensure efficient daily workflows. Manage routine account maintenance tasks and oversee documentation requirements...High net worthWork at office
$90k - $120k
...with a boutique-style and family operated accounting and advisory firm in the Maitland, /... ...puts employees first, and doesn't micro manage hours like some firms. The partners are... ...for various entities, businesses, high net worth individuals, pass through entities, C-Corps...High net worthFull timeLocal areaMonday to FridayFlexible hours$55k - $65k
...is seeking a Jet Card Sales Director to lead new client acquisition and revenue growth in New York. This individual will engage high-net-worth clients through strategic outbound sales efforts, including cold outreach and relationship building. The ideal candidate should...High net worth- ...about building and maintaining high-net-worth client relationships across... ...This is a unique opportunity to manage and maintain relationships... ...with partners across various lines of business within JPMorgan Chase... ..., regularly conducting in-person calls with prospects and...High net worthTemporary workWork at officeLocal areaImmediate start
- ...of Florida, New York. The role involves developing comprehensive financial plans and providing investment advisory services to high-net-worth individuals and small businesses. Candidates should have a Bachelor’s degree in business or finance, along with at least 4 years...High net worthFlexible hours
- ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity... ...and managing staff. As one of the top accounting firms in the country, our foundation is... ...tax planning and compliance services to high net worth and private equity clients Assisting...High net worthWork at office
- ...Chase is hiring an Outsourced Family Office Wealth Planner in New York to provide bespoke family office solutions to ultra-high-net-worth clients. This role focuses on developing comprehensive financial plans, facilitating wealth transfer strategies, and maintaining enduring...High net worthWork at office
- ...Breakthrough T1D is seeking a National Director for Leadership Giving to manage a major gift portfolio while driving fundraising strategies. This role requires building relationships with high-net-worth donors capable of $100K-$5M+ gifts. The successful candidate brings at...High net worthRemote work
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