HNW Personal Lines Concierge Advisor

Acrisure; Waterford Charter Township (MI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Generous vacation and holidays

Health insurance

Vision insurance

401(k) with company match

Commuter benefits

Job summary

Acrisure is seeking a Personal Lines High Net Wealth Client Advisor to join our growing team. The role centers on delivering premium, concierge-level service to affluent clients through face-to-face interactions, proposals, and strategic risk management across personal lines products.

As a primary contact for an assigned HNW book, you will drive new business while maintaining high client satisfaction, leveraging market intelligence and cross-functional collaboration to exceed quotas and grow key

Qualifications

• Strong sales abilities and relationship-building skills.
• Professional communication, both verbal and written, is essential.
• License in Property & Casualty insurance is preferred or required.

Responsibilities

• Develop a lead generation plan for obtaining new clients.
• Engage prospects through calls, referrals, events, and digital channels.
• Present consultative solutions and coordinate proposals with the service team.
• Forecast sales and maintain up-to-date activity reports.
• Serve as primary contact for assigned HNW Personal Insurance clients.

Skills

Sales skills

Relationship building

Communication skills

Willingness to develop

Education

Bachelor's degree in business

Property & Casualty Insurance License

Tools

CRM software

Sales tracking tech

Job description

Acrisure is seeking a Personal Lines High Net Wealth Client Advisor to join our growing team. The role centers on delivering premium, concierge-level service to affluent clients through face-to-face interactions, proposals, and strategic risk management across personal lines products.

As a primary contact for an assigned HNW book, you will drive new business while maintaining high client satisfaction, leveraging market intelligence and cross-functional collaboration to exceed quotas and grow key