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 2009, Acrisure has grown significantly, reaching over $5 billion in revenue 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.
- Maintain strong relationships with clients, keeping them informed about market changes and adjusting their insurance programs as necessary.
- Provide proactive client service by anticipating and addressing client needs.
- Manage the renewal process to maximize retention and identify cross-sell opportunities.
- Deliver outstanding customer service through professional, timely, and accurate communication.
- Work effectively both independently and collaboratively, utilizing internal resources such as assistants, accountants, marketers, and claims personnel.
- Resolve complex service or coverage-related issues in partnership with team members and producers.
- Maintain complete and accurate client and policy data within the EPIC system, following workflows and procedures to ensure efficiency.
- Escalate internal and external service concerns to appropriate departments or management to prevent further client impact.
Education and Experience
- 3 - 5 years of personal lines insurance experience, preferably with high net worth 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. The actual placement within the range will be determined by a variety of factors, including 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.
Why Join Us
At Acrisure, we're building a community where people can grow, thrive, and make a difference. Our benefits are designed to support every aspect of your life, from health and finance to family and future. We've committed over $22 million to support local children's hospitals through partnerships with Corewell Health Helen DeVos Children's Hospital, UPMC Children's Hospital, and Blythedale Children's Hospital.
Employee Benefits
- Physical Wellness: Comprehensive medical, dental, 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Equal Opportunity Employer
Acrisure is committed to equal opportunity employment and considers qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Final candidates will undergo post-offer verification processes and must comply with applicable laws. For California residents, visit the Acrisure California Applicant Privacy Policy. Recruitment fraud is a serious concern; learn more about our Recruitment Fraud Notice.