Personal Lines High Net Worth Account Manager

About Acrisure

Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with the right solutions to grow boldly forward. By combining cutting-edge technology and top-tier human support, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Built on entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration to equip teams to work at the highest levels possible.

About the Role

The Personal Lines Account Manager for High-Net Worth is responsible for conducting annual reviews of clients’ insurance programs, staying current on changes in clients' lifestyles that impact their risk profile and coverages, negotiating with carriers on clients' behalf, discussing potential risks, recommending appropriate coverages, and providing overall stewardship of risk management solutions for clients.

Responsibilities

• Successfully manage a book of business by developing, maintaining, and expanding outstanding relationships with clients and addressing their business needs.
• Review exposures and current insurance programs for assigned clients.
• Determine if the current carrier is the best fit to address the client’s needs, including coverage, protection, and cost-effectiveness.
• Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs.
• Provide daily service, anticipate customer needs, and respond to client questions and issues in a timely and consultative manner.
• Keep customers updated on pending changes in the insurance world that may impact their coverage.
• Monitor carrier activities to ensure they fulfill their responsibilities to the customer, such as timely issuance of policies and endorsements, and proper claims handling.
• Complete account reviews and ensure best-in-class account management to optimize customer experience and operational efficiencies.
• Share feedback with producers regarding potential opportunities.
• Ensure processes are followed on a timely basis, including coverage review, work in EPIC, and updating umbrella policies to maintain comprehensive coverage.
• Identify and communicate any exclusions or changes to clients’ policies, as well as potential mitigating options.
• Remain informed and educated on all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service balancing cost and coverage while maintaining protection for each client.

Requirements

• Strong organizational and effective time management skills, with demonstrated attention to detail.
• Professional and effective communication and interaction with all levels of management, employees, and clients; strong interpersonal and communication skills with a solution-focused approach.
• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.
• High level of initiative, teamwork, and resourcefulness to find win-win solutions.

Qualifications

• 3-5 years of prior insurance industry experience with High Net Worth clientele is preferred.
• Associate’s Degree or higher is desired, or equivalent experience.
• Property & Casualty license required.
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Proficient computer skills with agency management software systems; preference for experience with APPLIED EPIC.

Pay

The base compensation range for this position is $65,000 - $85,000. Placement within the range will be based on skills, experience, qualifications, location, and internal equity.

Schedule

This role requires an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure has pledged over $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania, and Blythedale Children’s Hospital in Valhalla, New York, to make a lasting impact on the communities it serves.