Personal Lines Private Client Account Executive

Acrisure•Woodbury, NY

3d•Onsite

About The Position

Acrisure is a global fintech leader that empowers businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. The Personal Lines Private Client Account Executive will be responsible for providing professional stewardship and conducting annual exposure reviews to ensure clients are adequately protected. This involves assessing a client's assets and potential risks, recommending appropriate insurance coverage, and maintaining strong client relationships by keeping them informed of market and insurance program changes. Effective communication and analytical skills are essential for this role.

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.

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 in groups, 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-related 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.