Personal Lines High Net Worth Client Advisor
Acrisure
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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
Education
Tools
Job description
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.
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.
Acrisure is seeking a Personal Lines High Net Wealth Client Advisor to join our growing team. The Personal Lines High Net Wealth Client Advisor is a performance driven individual that delivers “white gloves” service and advisory strategies to affluent and ultra-high-net-worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face-to-face meetings with key clients and HNW prospects. This is a high-income, competitive sales position, with the clear objective of always exceeding the quota. To accomplish this, the Personal Lines High Net Wealth Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client’s insurance needs. Then using consultative-selling techniques, the Personal Lines High Net Wealth Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.
This role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert-level relationship builder.
- Develops a lead generation plan for obtaining new clients.
- Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
- Engages in the discovery process for all sales opportunities to understand the top needs of the prospect.
- Acts as a subject matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
- Develops comprehensive, professional presentations for each target client. All created presentations will be the result of swarming key business problems/pain points relative to the customer with cross-disciplinary experts.
- Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.
- Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports. Forecasting should be accurate and reporting information should be updated timely.
- Serves as the primary point of contact for an assigned book of HNW Personal Insurance clients
- Maintains high standards for delivering proactive, concierge-level service and communication to clients
- Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy
- Prepare, re-market, and negotiate renewals and new business with HNW carriers
- Analyzes complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures
- Keeps track of sales successes and efforts.
Required Qualifications
- Must have strong sales abilities as well as relationship building abilities.
- Must have the ability to maintain professionalism in a virtual or in-person work environment.
- Experience engaging and building relationships with HNW clientele
- Willingness to participate in self-development or technical classes.
- Must be comfortable in an electronic environment with strong computer skills.
- Strong working knowledge of Microsoft Office Products.
- Excellent verbal and written communication skills.
- Excellent people skills and ability to work well in a team environment.
- Strong organizational skills.
- Prior experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
- Experience managing HNW accounts including trusts, LCs, and multi-state households
- Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations
- Familiarity with risk consulting, mitigation vendors, and inspection requirements
Required Qualifications
- Bachelor’s degree in business or related field of study or equivalent combination of education and experience required.
- 3-5+ years’ experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high-value home, auto, umbrella, and valuables insurance.
- Current Insurance License (Property & Casualty).
- Ability to work toward professional designation.
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- …and so much more!
Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.
Progressive Commission Structure As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.
Uncapped Earnings Potential Once fully validated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
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.
- 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 leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
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