Personal Lines High Net Worth Account Executive

Acrisure•Naples, FL

7d•Onsite

About The Position

Job Summary: The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This involves conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor is 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 are 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 client advisors. 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: 5+ years personal lines insurance experience working with high-net worth clientele Property & Casualty (P&C) License required Proficiency with agency management software systems; Applied Epic experience preferred 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 #LI-LR1 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. Making a lasting impact on the communities it serves, 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. Employee 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. Family Care: Paid maternity leave and paid 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 [email protected] . 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.

Requirements

5+ years personal lines insurance experience working with high-net worth clientele
Property & Casualty (P&C) License required
Proficiency with agency management software systems; Applied Epic experience preferred
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
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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 client advisors.
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.