Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship and annual exposure reviews to ensure clients are adequately protected. This involves assessing client assets and risks, recommending insurance coverage, and maintaining strong client relationships. Effective communication and analytical skills are essential.

Responsibilities

• Develop client relationships to become their trusted advisor and primary point of contact for all personal insurance needs.
• Review client exposures, loss experience, and current coverage, recommending appropriate products and services.
• Provide proactive day-to-day client service by anticipating and evaluating client needs.
• Work independently and collaboratively, utilizing internal assistant, accounting, marketing, and claims resources.
• Manage the renewal process to ensure maximum retention and identify cross-sell opportunities.
• Deliver outstanding customer service through professional, timely, and accurate communication.
• Establish effective relationships with carriers, underwriters, and marketing representatives.
• Resolve complex service or coverage issues in partnership with team members and producers.
• Maintain complete and accurate client and policy data within the management system EPIC, adhering to workflows and procedures.
• Escalate internal and external service concerns to appropriate departments or management to prevent further client impact.

Requirements

• Minimum 5 - 7 years of personal lines insurance experience.
• Experience working with High Net Worth (HNW)/Private Clientele is highly preferred.
• Property & Casualty (P&C) License required.
• 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.
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Proficient computer skills with agency management software systems; experience with APPLIED EPIC is preferred.

Skills

• Communication
• Analytical Skills
• Interpersonal Skills
• Time Management
• Attention to Detail
• Teamwork
• Resourcefulness

Location

• On-site

Work Type

• Hybrid
• Full-time

Experience Level

• 5-7 years

Education Level

• Associate’s Degree or higher (or equitable experience)

Salary/Compensations

• $70,000 - $130,000

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off
• Holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) options
• Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage

About the Company

• A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.
• Acrisure brings cutting-edge technology and top-tier human support together, connecting clients with customized solutions across a range of 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.
• Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to equip teams to work at the highest levels possible.
• At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
• Acrisure has pledged more than $22 million through its 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.

Equal Opportunity

• 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.