Senior Personal Lines High Net Worth Account Executive
Acrisure East Insurance Services, LLC · NY, US
15 days agoImpress employers and recruiters.
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About the Role
The Senior Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship, including annual exposure reviews, to ensure clients are adequately protected. This involves assessing client assets and risks, recommending insurance coverage, and maintaining strong client relationships by updating them on market and policy changes. 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 and documents within the management system EPIC, adhering to workflows and procedures.
- Escalate internal and external service concerns to appropriate departments or management for action and prevention of further client impact.
Requirements
- Minimum 6 - 9 years of personal lines insurance experience, with specific experience working with High Net Worth (HNW)/Ultra High Net Worth (UHNW)/Private Clientele.
- 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.
Skills
- Microsoft Office (Outlook, Excel, Word, PowerPoint)
- Agency management software systems (experience with APPLIED EPIC preferred)
Location
- On-site presence required
Work Type
- Hybrid
Experience Level
- Senior
Education Level
- Associate’s Degree or higher is desired, or equitable experience
Salary/Compensations
- $90,000 - $150,000
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and 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.
- Connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.
- Grown in revenue from $38 million to almost $5 billion in twelve years.
- Employs over 19,000 colleagues in more than 20 countries.
- Built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration.
- Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children's Hospital, UPMC Children's Hospital, and Blythedale Children's Hospital.
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.