Senior Account Manager High Net Worth

Acrisure South Insurance Services, LLC

Naples (FL)

On-site

USD 90,000 - 150,000

Full time

9 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) plan

Job summary

Acrisure is seeking a Personal Lines Senior Account Manager - High Net Worth to lead client service delivery for complex accounts. You will mentor the service team, coordinate with Producers and Account Executives, and drive retention, growth, and client satisfaction with deep subject matter expertise.

The role requires license credentials, strong communication, and an on‑site presence to support collaboration and cross‑functional partnership in a dynamic fintech‑insurance environment.

Qualifications

  • Active Property & Casualty license for the state of operation.
  • Bachelor’s degree or equivalent experience in business field.
  • 7–10 years in insurance or related field with complex accounts.

Responsibilities

  • Serve as primary day‑to‑day contact for complex high‑net‑worth clients.
  • Lead service delivery across the team and ensure quality control.
  • Mentor and develop Account Managers and Associates.
  • Collaborate with Producers and Account Executives on renewals and strategy.
  • Oversee new business and renewal timelines and communications.
  • Identify risks and opportunities to strengthen programs.

Skills

Active P&C license
Insurance product knowledge
Leadership & mentoring
Strong client communication
Account management

Education

Bachelor’s degree in Business/related field

Tools

Agency management platforms
Microsoft Office (Word/Excel/PowerPoint)

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, it connects clients with personalized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate services – and beyond. Since 2013, Acrisure has grown in revenue from $38 million to ~$5 billion and employs ~20,000 colleagues in 19 countries. And this is just the beginning. To learn more, visit Acrisure.com.

Job Summary

Acrisure is seeking a Personal Lines Senior Account Manager- High Net Worth to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex accounts. This role is accountable for overseeing service delivery, mentoring team members, managing sophisticated client needs, and partnering closely with Producers and Account Executives to drive retention, growth, and client satisfaction. This position requires deep subject matter expertise, sound judgment, and the ability to lead through influence.

Responsibilities
  • Serves as the primary day‑to‑day contact for assigned clients, focusing on complex accounts and higher‑level client needs.
  • Leads overall client service delivery, including coordination, prioritization, and quality control across the service team.
  • Mentors, coaches, and provides guidance to Account Managers and Account Associates; supports their development and escalates issues as needed.
  • Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
  • Oversees new business and renewal processes, including managing timelines, deliverables, and stakeholder communication.
  • Develops and executes renewal and placement strategies in collaboration with Producers and service teams.
  • Reviews and negotiates coverage, pricing, and terms with carriers and underwriters for complex placements.
  • Ensures service standards are met or exceeded; identifies trends and drives continuous improvement initiatives.
  • Acts as a trusted advisor to clients by proactively identifying risks, coverage gaps, and opportunities to strengthen insurance programs.
  • Ensures all client files are accurately documented to minimize E&O exposure and enable timely response to client requests.
  • Accountable for client outcomes including retention, account rounding, referrals, and smooth, uneventful renewals.
Requirements
  • Active Property & Casualty insurance license for the state in which the agency operates.
  • Advanced knowledge of insurance products Management platforms; advanced Microsoft Office skills (Word, Excel, PowerPoint).
  • Demonstrated ability to lead, mentor, and influence others without direct authority.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong organizational skills, attention to detail, and ability to manage competing priorities.
  • Commitment to pursuing or maintaining professional insurance designations.
Education and Experience
  • High school diploma required; college degree preferred.
  • Bachelor’s degree in Business or a related field, or equivalent relevant experience.
  • Minimum of 7–10 years of experience in the insurance industry or a closely related field.
  • Prior experience managing complex, high net worth accounts and supporting producers or sales teams.
  • 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, NewYork.

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.

Equal Opportunity Employer

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.

Compliance Notice

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

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