Personal Lines High Net Worth Account Manager

Acrisure; Waterbury (CT); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Acrisure is seeking a Personal Lines High Net Worth Account Manager to conduct annual client reviews, update risk profiles, and negotiate with carriers on behalf of clients. You will provide risk management guidance and stewardship of coverage, while maintaining strong relationships across stakeholders.

The role requires P&C licensure, 3–5 years of personal lines experience, and proficiency with Microsoft Office and APPLIED EPIC. On-site collaboration is expected in Waterbury, CT.

Qualifications

• Minimum 3 - 5 years of personal lines insurance experience.
• P&C license required.
• Proficient with Microsoft Office and agency software.
• Experience with APPLIED EPIC is a plus.

Responsibilities

• Manage own book of business with outstanding client relationships and address business needs.
• Review exposures and current insurance program for assigned clients.
• Determine best carrier fit to meet client needs in coverage and cost.
• Collaborate with producers on plans of action and coverages for new accounts.
• Provide daily service and timely responses to client questions and issues.
• Inform clients about pending changes in the insurance world affecting coverage.
• Monitor carrier activities to ensure timely quoting and proper handling of policies and endorsements.
• Complete account reviews and strive for best-in-class account management.

Skills

Organization

Time management

Interpersonal skills

Communication

Relationship building

Education

Associate’s Degree or higher

Tools

APPLIED EPIC

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.

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 High Net Worth Account Manager is responsible to conduct annual reviews of clients’ insurance program, stay current on changes in clients' lifestyle that impact their risk profile and coverages, negotiate with carriers on clients' behalf, discuss any potential risks and recommend appropriate coverages, including proposal of any changes/updates, and provide overall stewardship of risk management solutions for clients.

Responsibilities

• Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs.
• Review exposures and current insurance program for assigned clients
• Determine if current carrier is the best fit to address the client’s needs including coverage, protection, and cost effectiveness
• Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs
• Provide daily service, anticipate customer’s needs, and respond to client questions and issues in a timely and consultative manner
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.)
• Complete account reviews
• Keep aware of and provide best in class account management to ensure optimization of customer experience, operational efficiencies, etc. and share feedback with producers regarding potential opportunities.
• Ensure processes are followed on a timely basis to support business needs, including but not limited to, coverage review process, work in EPIC, and ensure all umbrella policies are updated to maintain comprehensive coverage
• Identify and communicate any exclusions or changes to clients’ policies as well as any potential for mitigating options.
• Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client.

Requirements

• Minimum 3 - 5 years of personal lines insurance experience required; working with High Net Worth (HNW)/Private Clientele highly preferred.
• Property & Casualty (P&C) license required.
• Strong organizational and effective time management skills, along with a demonstrated attention to detail
• Communicates and interacts professionally and effectively with all levels of management, employees, and clients; Must have strong interpersonal and communication skills and be solution focused
• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect
• Must demonstrate a high level of initiative, be a team player, and display resourcefulness to find win-win solutions whenever possible

Education And Experience

• Associate’s Degree or higher is desired, or equitable experience
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint
• Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC

Pay Details

The base compensation range for this position is $50,000 - $90,000. 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.

We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. 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.

Welcome, your new opportunity awaits you.