Senior Personal Lines High Net Worth Account Executive

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

About Acrisure

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.

Job Description

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.

Job Summary: The Senior Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor would be responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills would be essential for this role.

Responsibilities

• Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance.
• Review client exposures, loss experience and current coverage and recommend appropriate products and
• Services.
• Provide proactive day-to-day client service by anticipating and evaluating client’s needs.
• Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately.
• Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible.
• Deliver outstanding customer service by providing professional, timely and accurate communication.
• Establish effective relationships with carriers, underwriters, and marketing representatives.
• Resolve complex service or coverage related issues in partnership with team members and producers.
• Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible.
• Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed.

Requirements

• Minimum 6 - 9 years personal lines insurance experience required; working with High Net Worth (HNW)/Ultra High Net Worth (UHNW)/Private Clientele required.
• Property & Casualty (P&C) License required.
• Strong organizational and effective time management skills, along with a demonstrated attention to detail.
• Communicates and interacts professionally and effectively with all levels of management, employees, and clients; Must have strong interpersonal and communication skills and be solution focused.
• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.
• Must demonstrate a high level of initiative, be a team player, and display resourcefulness to find win-win solutions whenever possible.

Education and Experience

• Associate’s Degree or higher is desired, or equitable experience
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint
• Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC

Pay Details

The base compensation range for this position is $90,000 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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, New York.

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 [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents

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