Personal Lines High Net Worth Account Manager
About the role
Acrisure is a global fintech leader that empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. By combining cutting‑edge technology with top‑tier human support, Acrisure connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years the company has grown 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.
The Personal Lines High Net Worth Account Manager is responsible for conducting annual reviews of clients’ insurance programs, staying current on lifestyle changes that impact risk profiles and coverages, negotiating with carriers on clients’ behalf, discussing potential risks and recommending appropriate coverages—including proposing changes/updates—and providing overall stewardship of risk‑management solutions for clients.
Responsibilities
- Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs.
- Review exposures and current insurance program for assigned clients.
- Determine if 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