HNW Personal Lines Account Executive | Trusted Advisor

Acrisure; Burlington (VT); On-site; USD 70,000 - 130,000; Full time

Job summary

Acrisure is seeking a Personal Lines High Net Worth Account Executive to deliver stewardship, annual exposure reviews, and coverage recommendations. The role requires building strong client relationships, reviewing exposures, and communicating market changes.

It emphasizes on-site collaboration and cross-functional partnership with internal teams. The ideal candidate has 5–7 years of personal lines experience, a P&C license, and solid MS Office skills.

Qualifications

• Minimum 5–7 years personal lines insurance experience with HNW/Private Clientele preferred.
• P&C license required; strong MS Office and agency management software experience.

Responsibilities

• Develop client relationships as trusted advisor and primary contact for personal insurance.
• Review exposures, loss experience and current coverage; recommend products and services.
• Provide proactive day-to-day client service and cross-sell where appropriate.
• Manage renewals to maximize retention and coordinate with carriers and underwriters.

Skills

Client relationship

Communication skills

Time management

Attention to detail

Interpersonal skills

Team player

Education

Associate’s Degree or higher

Tools

Microsoft Office

APPLIED EPIC

Job description

Acrisure is seeking a Personal Lines High Net Worth Account Executive to deliver stewardship, annual exposure reviews, and coverage recommendations. The role requires building strong client relationships, reviewing exposures, and communicating market changes.

It emphasizes on-site collaboration and cross-functional partnership with internal teams. The ideal candidate has 5–7 years of personal lines experience, a P&C license, and solid MS Office skills.