Senior HNW Personal Lines Advisor

Acrisure; Town of Woodbury (NY); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Fertility benefits

Wellness resources

Paid time off

401(k) plan

HSA/FSA options

Commuter benefits

Employee discounts

Job summary

Acrisure is seeking a Personal Lines High Net Worth Account Executive in New York to provide professional stewardship for client exposures and insurance coverage decisions. You will maintain client relationships, assess asset risks, and stay informed on market changes, delivering informed recommendations and proactive service.

The role requires 5–7 years in personal lines, a P&C license, strong communication, and the ability to collaborate with carriers and internal teams.

Qualifications

• Minimum 5-7 years personal lines insurance experience, with High Net Worth preferred.
• Property & Casualty (P&C) License required.
• Strong organizational and time management skills.
• Professional communication with all levels of staff and clients.
• Ability to establish credibility and develop relationships with stakeholders.
• High initiative, teamwork, and resourcefulness for win-win solutions.

Responsibilities

• Develop client relationships as trusted advisor and primary contact for personal insurance.
• Review exposures, loss history, and current coverage; recommend products and services.
• Provide proactive day-to-day client service by anticipating needs.
• Work independently and with internal teams using available resources.
• Manage the renewal process to maximize retention and cross-sell opportunities.
• Deliver professional, timely, and accurate client communications.
• Build relationships with carriers, underwriters, and marketing representatives.
• Resolve complex coverage issues with team members and producers.
• Maintain client data and documents in EPIC per workflows.
• Escalate service concerns to appropriate departments when needed.

Skills

Strong organizational skills

Time management

Professional communication

Relationship building

Initiative and resourcefulness

Team player

Education

Associate’s Degree or higher

Tools

APPLIED EPIC

Microsoft Office

Job description

Acrisure is seeking a Personal Lines High Net Worth Account Executive in New York to provide professional stewardship for client exposures and insurance coverage decisions. You will maintain client relationships, assess asset risks, and stay informed on market changes, delivering informed recommendations and proactive service.

The role requires 5–7 years in personal lines, a P&C license, strong communication, and the ability to collaborate with carriers and internal teams.