Acrisure

High Net Worth Account Executive

Acrisure • $80K — $95K *
Naples, FL 34116In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3-5 years of personal lines insurance experience, ideally with high-net-worth clients
  • Valid Property & Casualty (P&C) License
  • Proficiency in Microsoft Office, specifically Word and Excel
  • Strong verbal and written communication skills
  • Detail-oriented with strong organizational abilities
  • Customer service-focused with excellent problem-solving skills

Responsibilities

  • Develop trusted advisor relationships with clients regarding personal insurance matters
  • Conduct thorough reviews of client exposures and recommend suitable insurance products
  • Provide proactive, anticipatory service tailored to client needs
  • Collaborate with internal teams to utilize resources effectively and independently
  • Manage renewals to optimize client retention and identify cross-selling opportunities
  • Deliver timely, professional communication and excellent customer service
  • Establish and maintain effective relationships with carriers and underwriters

Benefits

  • Competitive compensation package
  • Flexible vacation policy with paid holidays and sick leave
  • Comprehensive medical, dental, and vision insurance options
  • Short-term and long-term disability insurance paid by the company
  • Group life insurance provided by the company
  • Access to an Employee Assistance Program (EAP) and Calm App subscription at no cost
  • 401(k) plan with company matching and financial wellness resources
  • Options for Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter benefits
  • Paid parental leave and fertility assistance
  • Opportunities for career growth and professional development
  • Additional employee-paid benefits including pet insurance
Full Job Description
Job Summary:

The Personal Lines Private Client Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor would be responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills would be essential for this role.

Essential Responsibilities:
  • 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.
  • Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible.
  • Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed.


Education and Experience:
  • 3 - 5 years personal lines insurance experience; preferably working with HNW 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


Benefits and Perks:
  • Competitive compensation
  • Generous vacation policy, paid holidays, and paid sick time
  • Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
  • Company-paid Short-Term and Long-Term Disability Insurance
  • Company-paid Group Life insurance
  • Company-paid Employee Assistance Program (EAP) and Calm App subscription
  • Employee-paid Pet Insurance and optional supplemental insurance coverage
  • Vested 401(k) with company match and financial wellness programs
  • Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
  • Paid maternity leave, paid paternity leave, and fertility benefits
  • Career growth and learning opportunities
  • ...and so much more!


Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

#LI-LS1

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Finance & Insurance
Founded
2006
* Ladders Estimates

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