Personal Lines High Net Worth Account Executive
About the role
Acrisure is a global fintech leader that empowers millions of ambitious businesses and individuals with tailored insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. Founded in 2008, Acrisure has grown significantly, reaching revenues of over $5 billion and employing over 19,000 colleagues globally.
Essential Responsibilities
- Develop client relationships to become their trusted advisor and primary point of contact for all insurance matters.
- Review client exposures, loss experience, and current coverage to recommend appropriate products and services.
- Provide proactive day-to-day client service by anticipating and evaluating client needs.
- Manage the renewal process to ensure maximum retention and recognize cross-sell opportunities.
- Deliver outstanding customer service by providing professional, timely, and accurate communication.
- Establish effective relationships with carriers, underwriters, and marketing representatives.
- Resolve complex service or coverage-related issues in partnership with team members and producers.
- Maintain complete and accurate client and policy data and documents within the management system EPIC using workflows and procedures.
- Escalate internal and external service concerns to appropriate departments or management for action and prevention of further client impact.
Education and Experience
- 3 - 5 years personal lines insurance experience, preferably with HNW or private client clientele.
- Property & Casualty (P&C) License required.
- Proficiency in Microsoft Office - Word & Excel.
- Excellent verbal and written communication skills.
- Detail-oriented, highly organized, and able to meet deadlines.
- Customer service-oriented with strong problem-solving abilities.
Pay
The base compensation range for this position is $80,000 - $95,000. 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.
Benefits
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Why Join Us
At Acrisure, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. We've made a commitment to giving back to the communities we serve, pledging over $22 million through partnerships with hospitals like Corewell Health Helen DeVos Children's Hospital, UPMC Children's Hospital, and Blythedale Children's Hospital.
Equal Opportunity Employer
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.