Personal Lines High Net Worth Account Manager
About the role
The Personal Lines High Net Worth Account Manager is responsible for conducting annual reviews of clients' insurance program, staying current on changes in clients' lifestyle that impact their risk profile and coverages, negotiating with carriers on behalf of clients, discussing potential risks, recommending appropriate coverages, 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 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 of action and coverages for new accounts to align with client needs.
- Provide daily service, anticipate customer's needs, and respond to client questions and issues in a timely and consultative manner.
- Keep customers up to date on "pending changes" in the insurance world that may impact their insurance coverage.
- Monitor carrier activities to make sure they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.).
- Complete account reviews.
- Stay aware of and provide best-in-class account management to ensure optimization of customer experience, operational efficiencies, etc., and share feedback with producers regarding potential opportunities.
- Ensure processes are followed on a timely basis to support business needs, including but not limited to, coverage review process, work in EPIC, and ensure all umbrella policies are updated to maintain comprehensive coverage.
- Identify and communicate any exclusions or changes to clients' policies as well as any potential for mitigating options.
- Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client.
Requirements
- Minimum 3 - 5 years of personal lines insurance experience required; working with High Net Worth (HNW)/Private Clientele highly preferred.
- Property & Casualty (P&C) license required.
- Strong organizational and effective time management skills, along with a demonstrated attention to detail.
- Communicates and interacts professionally and effectively with all levels of management, employees, and clients; Must have strong interpersonal and communication skills and be solution focused.
- Establishes credibility and develops strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.
- Demonstrates a high level of initiative, is a team player, and displays resourcefulness to find win-win solutions whenever possible.
Education and Experience
Associate’s Degree or higher is desired, or equitable experience.
Pay Details
The base compensation range for this position is $50,000 - $90,000. 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
We also offer our employees a comprehensive suite of benefits and perks, including:
- 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.
- Familial Care: Paid maternity leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings.
Benefits may vary based on subsidiary entity and geographic location.
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.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.