Senior HNW Personal Lines Advisor

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Acrisure is seeking a Senior Personal Lines High Net Worth Account Executive to provide professional stewardship for client exposures and tailor insurance coverage. You will assess assets and risks, offering guidance to protect clients effectively while maintaining strong relationships.

The role emphasizes thorough renewal management, cross-sell opportunities, and collaboration with carriers, underwriters, and marketing representatives. On-site presence is required at the NY location.

Qualifications

• Requires strong organizational and time management skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and in teams.

Responsibilities

• Develop client relationships as trusted advisor for personal insurance.
• Review client exposures, loss experience and current coverage; recommend appropriate products and services.
• Provide proactive day-to-day client service and timely communication.
• Coordinate renewal processes to maximize retention and identify cross-sell opportunities.
• Maintain client data and documents in the EPIC system.

Skills

Organizational skills

Time management

Interpersonal skills

Communication skills

Team player

Education

Associate’s Degree or higher

Tools

APPLIED EPIC

Microsoft Office

Job description

Acrisure is seeking a Senior Personal Lines High Net Worth Account Executive to provide professional stewardship for client exposures and tailor insurance coverage. You will assess assets and risks, offering guidance to protect clients effectively while maintaining strong relationships.

The role emphasizes thorough renewal management, cross-sell opportunities, and collaboration with carriers, underwriters, and marketing representatives. On-site presence is required at the NY location.