UHNW Personal Lines Advisor | Private Client Focus

Acrisure Trade Credit; Village of Rye Brook (NY); Vor Ort; USD 70.000 - 130.000; Vollzeit

Zusammenfassung

Acrisure is seeking a Personal Lines Ultra High Net Worth Account Executive in New York to provide professional stewardship, annual exposure reviews, and risk assessments for UHNW clients.

You will review exposures and coverage, maintain strong client relationships, manage renewals, and collaborate with carriers and internal teams; on-site presence is required to support collaboration and leadership.

Qualifikationen

• Minimum 5–7 years personal lines insurance experience with UHNW/private clientele.
• P&C license required.
• Strong organizational and time management skills.
• Excellent interpersonal and communication skills.
• Ability to build credibility with internal stakeholders.
• Proficient with Microsoft Office and agency management software.

Aufgaben

• Develop client relationships to become their trusted advisor and primary contact for personal insurance.
• Review exposures and current coverage and recommend appropriate products and services.
• Provide proactive day-to-day client service by anticipating and evaluating client’s needs.
• Manage the renewal process to ensure maximum retention and cross-sell opportunities where possible.
• Establish relationships with carriers, underwriters, and marketing representatives.
• Maintain complete and accurate client and policy data in EPIC.

Kenntnisse

Interpersonal communication

Time management

Client relationship management

Ausbildung

Associate degree or higher

Tools

APPLIED EPIC

Jobbeschreibung

Acrisure is seeking a Personal Lines Ultra High Net Worth Account Executive in New York to provide professional stewardship, annual exposure reviews, and risk assessments for UHNW clients.

You will review exposures and coverage, maintain strong client relationships, manage renewals, and collaborate with carriers and internal teams; on-site presence is required to support collaboration and leadership.