National Leader, High-Net-Worth Personal Lines

Key Responsibilities

• Own overall performance of the HNW Personal Lines book, including revenue growth, retention, and profitability.
• Establish clear performance targets by segment, region, and advisor.
• Drive disciplined execution against growth and retention goals through a consistent operating cadence and clear accountability model.
• Define and execute the national growth strategy for HNW Personal Lines.
• Identify expansion opportunities across new client acquisition, market and territory expansion, channel development, digital, referral sources, and centers of influence.
• Partner with leadership on segmentation strategy, including a path toward deeper sub-segmentation over time.
• Lead and manage HNW-focused client advisors to improve new business production, retention, relationship management, productivity, and book growth.
• Implement consistent sales management discipline, including goal setting, pipeline tracking, accountability, and performance coaching.
• Establish and track advisor-level KPIs and performance benchmarks.
• Identify, recruit, and hire top-tier HNW talent, including producers and hybrid advisors.
• Build a sustainable talent pipeline aligned to national growth goals.
• Develop onboarding, training, and ongoing coaching programs for HNW advisors.
• Actively manage performance and upgrade talent where needed.
• Own strategy and execution for growth across the entire HNW portfolio, not limited to current advisor-driven production.
• Identify gaps and opportunities in underpenetrated clients, aging or stagnant books, account rounding, and policy density.
• Create targeted strategies to unlock organic growth within the existing HNW client base while improving overall book quality.
• Design and execute cross-sell and coverage expansion initiatives across the HNW client base.
• Increase policies per client and revenue per client.
• Partner across business lines, including commercial, specialty, life, wealth, and other applicable areas, to unlock additional client value.
• Establish a clear operating framework with standardized metrics, reporting, and leadership routines.
• Track and report on growth and retention trends, revenue per client, policies per client, advisor productivity, pipeline health, and conversion rates.
• Deliver regular performance updates to executive leadership with clear insights, risks, actions, and decisions needed.
• Partner with market and carrier leadership to ensure competitive HNW product offerings, preferred carrier relationships, and strong market access.
• Align with carrier partners on underwriting appetite, growth goals, placement strategy, and service expectations.
• Use market insights to inform segmentation, client strategy, advisor enablement, and portfolio management.
• Work cross-functionally with operations, placement, and service teams to ensure a scalable service model aligned to HNW client expectations.
• Identify opportunities to improve operational efficiency, reduce friction, and create consistency across the national HNW platform.

Essential Qualifications

• 15+ years of experience in insurance, financial services, private client, or related advisory businesses, with significant depth in HNW Personal Lines.
• Proven track record leading growth, retention, profitability, and performance across a sizable Personal Lines or private client portfolio.
• Strong sales leadership experience, including direct advisor management, coaching, KPI development, pipeline management, and performance accountability.
• Deep understanding of HNW Personal Lines market dynamics, carrier relationships, underwriting appetite, client expectations, and coverage complexity.
• Experience building talent pipelines, recruiting high-performing producers or advisors, and developing onboarding and coaching programs.
• Ability to use data, reporting, and operating metrics to identify trends, diagnose performance gaps, and drive action.
• Strong executive presence with the ability to influence across sales, operations, carrier, finance, marketing, digital, and business line leadership.
• Bachelor’s degree preferred; equivalent business leadership experience will be considered.

Key Success Characteristics

• Strong commercial mindset with a focus on measurable outcomes.
• Proven ability to build and lead high-performing sales teams.
• Deep understanding of HNW Personal Lines market dynamics.
• Ability to operate both strategically and tactically.
• High accountability and willingness to make talent and performance decisions.

Pay Details

The base compensation range for this position is $225,000 - $275,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.