Personal Lines Private Client Account Executive

Primary Functions

• Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance.
• Review client exposures, loss experience and current coverage and recommend appropriate products and Services.
• Provide proactive day-to-day client service by anticipating and evaluating client’s needs.
• Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately.
• Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible.
• 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.

Position Requirements

• 5 - 7 years personal lines insurance experience; preferably working with HNW/Private clientele.
• Property & Casualty (P&C) License.
• Proficiency in Microsoft Office-Word & Excel.
• Excellent verbal & written communication skills.
• Detail oriented, highly organized and ability to meet deadlines.
• Customer service oriented with strong problem-solving ability.

Pay Details

The base compensation range for this position is $80,000 - $110,000. 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.

Why Join Us

At Acrisure, we’re building more than a business, 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.

Employee 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 paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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