Senior HNW Personal Insurance Advisor

Acrisure; Uniondale (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Acrisure is seeking a Senior Personal Lines High Net Worth Account Executive in Uniondale, NY, to provide professional stewardship for high-value clients, review exposures, and tailor insurance solutions. The role emphasizes proactive client service, market awareness, and strong relationships with clients and carriers.

Responsibilities include renewing policies, cross-selling where appropriate, and maintaining accurate client data in EPIC.

Qualifications

• 6–9 years personal lines insurance experience for HNW/UHNW.
• Property & Casualty license required.
• Strong organizational and time-management skills.
• Excellent interpersonal and communication abilities.

Responsibilities

• Develop client relationships to become trusted advisor and primary contact for personal insurance.
• Review exposures, loss experience and current coverage; recommend products and services.
• Provide proactive day-to-day client service by anticipating and evaluating client needs.
• Work independently and with internal teams to support client service, renewal, and cross-sell opportunities.
• Establish relationships with carriers, underwriters, and marketing representatives.
• Maintain accurate client and policy data in the EPIC system.

Skills

P&C License

HNW Insurance

Client Relationships

Communication Skills

Time Management

Education

Associate’s Degree or higher

MS Office Proficiency

Tools

Applied EPIC

Job description

Acrisure is seeking a Senior Personal Lines High Net Worth Account Executive in Uniondale, NY, to provide professional stewardship for high-value clients, review exposures, and tailor insurance solutions. The role emphasizes proactive client service, market awareness, and strong relationships with clients and carriers.

Responsibilities include renewing policies, cross-selling where appropriate, and maintaining accurate client data in EPIC.