National Leader, High-Net-Worth Personal Lines

Acrisure; San Jose (CA); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with immediate vesting

Wellness benefits (EAP, Calm app)

Job summary

Acrisure seeks a National Leader for High-Net-Worth Personal Lines to drive growth, retention, and profitability across regions and channels. You will partner with sales, operations, and carrier teams to enhance new business production, client expansion, and advisor productivity.

Leaders with deep HNW market knowledge, strategic vision, and the ability to execute tactically will shape a scalable operating cadence and performance reporting for the national book.

Qualifications

• 15+ years of experience in insurance, financial services, private client, or related advisory businesses, with significant depth in HNW Personal Lines.
• Proven track record leading growth, retention, profitability, and performance across a sizable Personal Lines or private client portfolio.
• Strong sales leadership experience, including direct advisor management, coaching, KPI development, pipeline management, and performance accountability.
• Deep understanding of HNW Personal Lines market dynamics, carrier relationships, underwriting appetite, client expectations, and coverage complexity.
• Experience building talent pipelines, recruiting high-performing producers or advisors, and developing onboarding and coaching programs.
• Ability to use data, reporting, and operating metrics to identify trends, diagnose performance gaps, and drive action.
• Strong executive presence with the ability to influence across sales, operations, carrier, finance, marketing, digital, and business line leadership.
• Bachelor’s degree preferred; equivalent business leadership experience will be considered.

Responsibilities

• Own overall performance of the HNW Personal Lines book, including revenue growth, retention, and profitability.
• Establish clear performance targets by segment, region, and advisor.
• Drive disciplined execution against growth and retention goals through a consistent operating cadence and clear accountability model.
• Define and execute the national growth strategy for HNW Personal Lines.
• Identify expansion opportunities across new client acquisition, market and territory expansion, channel development, digital, referral sources, and centers of influence.
• Partner with leadership on segmentation strategy, including a path toward deeper sub-segmentation over time.
• Lead and manage HNW-focused client advisors to improve new business production, retention, relationship management, productivity, and book growth.
• Implement consistent sales management discipline, including goal setting, pipeline tracking, accountability, and performance coaching.
• Establish and track advisor-level KPIs and performance benchmarks.
• Identify, recruit, and hire top-tier HNW talent, including producers and hybrid advisors.
• Build a sustainable talent pipeline aligned to national growth goals.
• Develop onboarding, training, and ongoing coaching programs for HNW advisors.
• Actively manage performance and upgrade talent where needed.
• Own strategy and execution for growth across the entire HNW portfolio, not limited to current advisor-driven production.
• Identify gaps and opportunities in underpenetrated clients, aging or stagnant books, account rounding, and policy density.
• Create targeted strategies to unlock organic growth within the existing HNW client base while improving overall book quality.
• Design and execute cross-sell and coverage expansion initiatives across the HNW client base.
• Increase policies per client and revenue per client.
• Partner across business lines, including commercial, specialty, life, wealth, and other applicable areas, to unlock additional client value.
• Establish a clear operating framework with standardized metrics, reporting, and leadership routines.
• Track and report on growth and retention trends, revenue per client, policies per client, advisor productivity, pipeline health, and conversion rates.
• Deliver regular performance updates to executive leadership with clear insights, risks, actions, and decisions needed.
• Partner with market and carrier leadership to ensure competitive HNW product offerings, preferred carrier relationships, and strong market access.
• Align with carrier partners on underwriting appetite, growth goals, placement strategy, and service expectations.
• Use market insights to inform segmentation, client strategy, advisor enablement, and portfolio management.
• Work cross-functionally with operations, placement, and service teams to ensure a scalable service model aligned to HNW client expectations.
• Improve workflow, handoffs, and support models to enable growth while maintaining a strong client experience.
• Identify opportunities to improve operational efficiency, reduce friction, and create consistency across the national HNW platform.

Skills

Sales leadership

Executive presence

Data-driven decisions

HNW market knowledge

Talent recruitment

Education

Bachelor's degree preferred

Job description

Job Description

The National Leader, High-Net-Worth Personal Lines is accountable for the overall performance, growth, retention, profitability, and strategic direction of Acrisure’s HNW Personal Lines book. This leader will define and execute a national growth strategy, strengthen advisor performance, optimize the existing portfolio, and build a scalable operating model that supports sustainable growth across regions, segments, and channels.

Summary

Job Description

The National Leader, High-Net-Worth Personal Lines is accountable for the overall performance, growth, retention, profitability, and strategic direction of Acrisure’s HNW Personal Lines book. This leader will define and execute a national growth strategy, strengthen advisor performance, optimize the existing portfolio, and build a scalable operating model that supports sustainable growth across regions, segments, and channels.

This role requires a leader with strong commercial discipline, deep HNW market knowledge, and the ability to operate both strategically and tactically. The leader will partner closely with sales, operations, placement, carrier, marketing, digital, and business line leadership to improve new business production, client retention, account expansion, and advisor productivity across the full HNW portfolio.

Scope

The National Leader, High-Net-Worth Personal Lines owns the national performance of the HNW Personal Lines book, including growth, retention, profitability, advisor productivity, client expansion, and market alignment. This leader is responsible for setting clear performance expectations by segment, region, and advisor, while building the operating cadence and reporting discipline needed to drive consistent execution.

The role has accountability for both advisor-driven production and broader portfolio growth opportunities, including underpenetrated clients, stagnant or aging books, account rounding, policy density, channel development, and cross-sell opportunities across adjacent business lines.

Key Responsibilities

Full P&L Accountability

• Own overall performance of the HNW Personal Lines book, including revenue growth, retention, and profitability.
• Establish clear performance targets by segment, region, and advisor.
• Drive disciplined execution against growth and retention goals through a consistent operating cadence and clear accountability model.

National Growth Strategy

• Define and execute the national growth strategy for HNW Personal Lines.
• Identify expansion opportunities across new client acquisition, market and territory expansion, channel development, digital, referral sources, and centers of influence.
• Partner with leadership on segmentation strategy, including a path toward deeper sub-segmentation over time.

Sales Leadership & Advisor Management

• Lead and manage HNW-focused client advisors to improve new business production, retention, relationship management, productivity, and book growth.
• Implement consistent sales management discipline, including goal setting, pipeline tracking, accountability, and performance coaching.
• Establish and track advisor-level KPIs and performance benchmarks.

Talent Strategy

• Identify, recruit, and hire top-tier HNW talent, including producers and hybrid advisors.
• Build a sustainable talent pipeline aligned to national growth goals.
• Develop onboarding, training, and ongoing coaching programs for HNW advisors.
• Actively manage performance and upgrade talent where needed.

Book Optimization Beyond Advisor Production

• Own strategy and execution for growth across the entire HNW portfolio, not limited to current advisor-driven production.
• Identify gaps and opportunities in underpenetrated clients, aging or stagnant books, account rounding, and policy density.
• Create targeted strategies to unlock organic growth within the existing HNW client base while improving overall book quality.

Cross-Sell & Account Expansion

• Design and execute cross-sell and coverage expansion initiatives across the HNW client base.
• Increase policies per client and revenue per client.
• Partner across business lines, including commercial, specialty, life, wealth, and other applicable areas, to unlock additional client value.

Performance Management & Reporting

• Establish a clear operating framework with standardized metrics, reporting, and leadership routines.
• Track and report on growth and retention trends, revenue per client, policies per client, advisor productivity, pipeline health, and conversion rates.
• Deliver regular performance updates to executive leadership with clear insights, risks, actions, and decisions needed.

Market & Carrier Alignment

• Partner with market and carrier leadership to ensure competitive HNW product offerings, preferred carrier relationships, and strong market access.
• Align with carrier partners on underwriting appetite, growth goals, placement strategy, and service expectations.
• Use market insights to inform segmentation, client strategy, advisor enablement, and portfolio management.

Operational Alignment & Execution

• Work cross-functionally with operations, placement, and service teams to ensure a scalable service model aligned to HNW client expectations.
• Improve workflow, handoffs, and support models to enable growth while maintaining a strong client experience.
• Identify opportunities to improve operational efficiency, reduce friction, and create consistency across the national HNW platform.

Essential Qualifications

• 15+ years of experience in insurance, financial services, private client, or related advisory businesses, with significant depth in HNW Personal Lines.
• Proven track record leading growth, retention, profitability, and performance across a sizable Personal Lines or private client portfolio.
• Strong sales leadership experience, including direct advisor management, coaching, KPI development, pipeline management, and performance accountability.
• Deep understanding of HNW Personal Lines market dynamics, carrier relationships, underwriting appetite, client expectations, and coverage complexity.
• Experience building talent pipelines, recruiting high-performing producers or advisors, and developing onboarding and coaching programs.
• Ability to use data, reporting, and operating metrics to identify trends, diagnose performance gaps, and drive action.
• Strong executive presence with the ability to influence across sales, operations, carrier, finance, marketing, digital, and business line leadership.
• Bachelor’s degree preferred; equivalent business leadership experience will be considered.

Key Success Characteristics

• Strong commercial mindset with a focus on measurable outcomes.
• Proven ability to build and lead high-performing sales teams.
• Deep understanding of HNW Personal Lines market dynamics.
• Ability to operate both strategically and tactically.
• High accountability and willingness to make talent and performance decisions.

Travel:

• Extensive travel is required.

Pay Details:

The base compensation range for this position is $225,000 - $275,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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

• 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; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer.

Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.