HNW Personal Lines Advisor - White-Glove Client Partner

Acrisure; Waterford Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Generous vacation policy

Medical, dental, and vision insurance

401(k) with company match

Paid maternity and paternity leave

Job summary

A leading fintech firm in Michigan seeks a Personal Lines High Net Worth Client Advisor. In this role, you will provide bespoke service and advisory strategies to affluent clients, managing complex personal insurance accounts. The position requires strong sales abilities, experience with HNW clients, and proficiency in Microsoft Office. A Bachelor's degree and a Property & Casualty license are mandatory, along with 3-5 years in Personal Lines insurance. Benefits include competitive compensation and generous paid leave.

Qualifications

• 3-5+ years of experience in Personal Lines insurance, preferably with HNW client exposure.
• Experience engaging and building relationships with HNW clientele.
• Willingness to participate in self-development or technical classes.

Responsibilities

• Develop a lead generation plan for obtaining new clients.
• Engage in the discovery process for all sales opportunities.
• Serve as the primary point of contact for HNW Personal Insurance clients.
• Prepare, re-market, and negotiate renewals and new business.

Skills

Sales and relationship-building

Microsoft Office proficiency

Excellent communication skills

Organizational skills

Teamwork capability

Education

Bachelor's degree in business or related field

Current Property & Casualty license

Job description

A leading fintech firm in Michigan seeks a Personal Lines High Net Worth Client Advisor. In this role, you will provide bespoke service and advisory strategies to affluent clients, managing complex personal insurance accounts. The position requires strong sales abilities, experience with HNW clients, and proficiency in Microsoft Office. A Bachelor's degree and a Property & Casualty license are mandatory, along with 3-5 years in Personal Lines insurance. Benefits include competitive compensation and generous paid leave.