Account Manager – Specialty Lines (Broker & Agent Support)

Location: Kansas City, MO (Crown Center District | Onsite 5 Days/Week | Paid Parking Provided)

The Numbers: 65K – 86K Base Comp (Commensurate with specialized supplemental health/broker-support background)

The Big Picture

Our client is an established, century-old national insurance and financial services group operating a specialized underwriting and product division based in Kansas City. Backed by institutional longevity and broad national distribution, this focused operational arm delivers niche supplemental health and specialty protection products directly through an independent producer and brokerage network. The culture combines downtown corporate stability with a tight-knit, collaborative operations desk that eliminates red tape for writing producers.

The Mission

This desk acts as the operational nerve center between independent agents, general agencies, and internal underwriting desks. Rather than servicing individual retail insureds or running a transactional call queue, your mandate is to champion the broker relationship—owning case management, product issue resolution, and operational throughput for specialty and supplemental health programs. You will provide the operational backbone that keeps high-volume producer relationships intact and growing.

The Daily Grind (The Good Kind)

• Broker & Distribution Support: Serve as the dedicated operational liaison for appointed brokers and independent agencies, guiding complex supplemental and specialty benefit submissions from quote to issue.
• Case Management & Throughput: Partner directly with internal underwriting, compliance, and policy administration teams to resolve policy bottlenecks, coordinate exceptions, and accelerate speed-to-issue.
• Product & Program Fluency: Educate writing producers on policy parameters, program mechanics, state variations, and specialized rider offerings across supplemental health and specialty lines.
• Process Mastery: Manage agency correspondence, policy endorsements, and pipeline tracking within enterprise management systems, maintaining flawless data integrity and response velocity.

Your Toolkit

• The Battle Scars: 3+ years of account management, broker support, or case management experience within insurance carrier, MGA, or general agency environments. Prior exposure to supplemental health, voluntary benefits, disability, or specialized life/health products is strongly preferred.
• Technical Mastery: Comfort navigating policy administration platforms, CRM workflows, producer portals, and rating tools. Fluency with broker licensing standards and carrier submission workflows.
• Detail Threshold: High accuracy in handling complex plan designs, rate schedules, and compliance-sensitive policy documentation under steady production cycles.
• Communication Edge: Polished, assertive business-to-business communication skills capable of earning credibility with independent brokers, agency principals, and carrier executives.

The Payoff

• Professional Autonomy: Direct ownership of broker operational relationships without retail call center metrics, retail scripts, or outbound sales quotas.
• Culture & Trajectory: Work alongside tenured specialty insurance leaders in a central Crown Center office with covered parking provided, walkable dining, and clear long-term career pathways within an expanding national carrier group.
• Competitive Package: Strong base salary in the 65K – 86K range, robust enterprise benefits, paid downtown parking, and institutional retirement support.

Our Partnership Approach

Thank you for trusting Lupton Partners with your career transition. We take immense pride in our work, but our focus is always on the outcome—for both the candidates we represent and the companies we serve. If the first role we discuss isn't the perfect fit, we won't force it. Our goal is to land you in the right place, not just the next place. We also recognize that career changes—even the most exciting ones—come with a side of stress. That’s normal. We’re here to handle the heavy lifting and provide clarity at every step.

What to Expect

• The Introduction Call: This is a high-level chemistry check. We’ll dive into your history, map out your career goals, and get real about compensation and advancement targets.
• Active Searches: We’ll match your story to our clients' needs. We keep compensation targets front-and-center so nobody’s time is wasted.
• Client Submissions: It is our promise that we do not present your name or credentials to clients without clear communication and your explicit permission.
• Interview Feedback: This is where we earn our keep. Call us as soon as you hit the parking lot. If you think you fumbled a question or found a better answer ten minutes too late, let’s talk.
• Background Checks: Absolute transparency. We manage red flags together before they become "surprises."
• Offers: No surprises. We align on numbers early so the formal letter is a "green light" celebration.

Questions? Reach out anytime. Travis Lupton Office: 913-521-3303 | Mobile: 913-231-8472 travis@luptonpartners.com