Senior Account Manager High Net Worth

Acrisure•Naples, FL

5d•Onsite

About The Position

Acrisure is seeking a Personal Lines Senior Account Manager specializing in High Net Worth accounts. The role serves as an experienced client service leader and primary contact for complex accounts. It oversees service delivery, mentors team members, manages sophisticated client needs, and works closely with Producers and Account Executives to support retention, growth, and client satisfaction. The position requires deep insurance subject matter expertise, sound judgment, and the ability to lead through influence. The Senior Account Manager leads client service and account processes, develops renewal and placement strategies, and works with carriers and underwriters on complex placements. The role acts as a trusted advisor by identifying risks, coverage gaps, and opportunities, while maintaining accurate client files and accountability for client outcomes. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Acrisure describes itself as a global fintech leader providing insurance and other solutions. It has grown since 2013 and employs approximately 20,000 colleagues in 19 countries. The company offers a comprehensive benefits program and states that it supports communities through hospital partnerships. Benefits eligibility and waiting periods may apply, and offerings may vary by subsidiary and location.

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.
At least 7 years of experience in the insurance industry or a closely related field; the posting specifies a minimum range of 7–10 years.
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 risks, coverage gaps, and opportunities to strengthen clients’ insurance programs.
Ensure client files are accurately documented to minimize E&O exposure and enable timely responses to client requests.
Be accountable for client outcomes, including retention, account rounding, referrals, and smooth renewals.