Senior Account Manager High Net Worth

Acrisure•Naples, FL

4d•Onsite

About The Position

Acrisure is seeking a Personal Lines Senior Account Manager specializing in high-net-worth clients. This experienced client service leader serves as the primary contact for complex accounts and is responsible for service delivery, mentoring team members, managing sophisticated client needs, and partnering with Producers and Account Executives to support retention, growth, and client satisfaction. The role requires deep insurance expertise, sound judgment, and the ability to lead through influence. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Active Property & Casualty insurance license for the state in which the agency operates.
Advanced knowledge of insurance products and management platforms.
Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
Demonstrated ability to lead, mentor, and influence others without direct authority.
Excellent verbal, written, and interpersonal communication skills.
Strong organizational skills, attention to detail, and ability to manage competing priorities.
Commitment to pursuing or maintaining professional insurance designations.
High school diploma required.
Minimum of 7–10 years of experience in the insurance industry or a closely related field.
Prior experience managing complex, high-net-worth accounts and supporting producers or sales teams.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

College degree preferred.
Bachelor’s degree in Business or a related field, or equivalent relevant experience.

Responsibilities

Serve as the primary day-to-day contact for assigned clients, focusing on complex accounts and higher-level client needs.
Lead client service delivery, including coordination, prioritization, and quality control across the service team.
Mentor, coach, and guide Account Managers and Account Associates; support their development and escalate issues as needed.
Partner with Producers and Account Executives on client strategy, renewals, and service commitments.
Oversee new business and renewal processes, including timelines, deliverables, and stakeholder communication.
Develop and execute renewal and placement strategies with Producers and service teams.
Review and negotiate coverage, pricing, and terms with carriers and underwriters for complex placements.
Ensure service standards are met or exceeded, identify trends, and drive continuous improvement initiatives.
Proactively identify client risks, coverage gaps, and opportunities to strengthen insurance programs.
Maintain accurate client files to minimize E&O exposure and enable timely responses to client requests.
Support client outcomes including retention, account rounding, referrals, and smooth renewals.