High Net Worth Account Executive

Acrisure; Naples (FL); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with company match

Paid holidays and sick time

Pet insurance (employee-paid)

Career growth opportunities

Job summary

Acrisure is seeking a Personal Lines Private Client Account Executive in Naples, FL to provide professional stewardship for client insurance programs, conduct exposure reviews, and recommend appropriate coverage. You will maintain strong client relationships and stay informed on market changes while delivering accurate, timely service.

Ideal candidates have 3–5 years of personal lines experience, a P&C license, and strong communication and organizational skills.

Qualifications

• 3–5 years personal lines insurance experience, preferably with high-net-worth clientele.
• Proficiency in Microsoft Office (Word & Excel).
• Excellent verbal and written communication and organizational skills.

Responsibilities

• Develop client relationships to be the trusted advisor and primary contact for personal insurance.
• Review exposures, loss history, and current coverage; recommend products and services.
• Provide proactive day-to-day client service and respond to needs.
• Collaborate with internal teams including accounting, marketing and claims.
• Manage renewal processes to maximize retention and cross-sell opportunities.
• Maintain accurate client data in the EPIC system and communicate clearly with clients.

Skills

Communication skills

Customer service

Detail oriented

Problem solving

Time management

Education

Property & Casualty (P&C) License

Tools

Microsoft Office

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

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.

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; Emplo