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 Summary Acrisure is seeking a
Personal Lines High Net Worth Client Advisor
to join our growing team. This role manages a book of complex personal insurance accounts, delivers expert guidance and advisory strategies to affluent and ultra-high-net-worth clients, and prioritizes face-to-face meetings with key clients and HNW prospects. This is a high-income, competitive sales position with the objective of consistently exceeding quota. The advisor will prioritize target accounts, understand a client\'s insurance needs, and use consultative-selling techniques to present solutions.
This role also provides technical guidance on risk mitigation and serves as an expert-level relationship builder.
Responsibilities
Develops a lead generation plan for obtaining new clients.
Executes against the lead generation plan using techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engages in the discovery process for sales opportunities to understand the top needs of the prospect.
Acts as a subject matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
Develops comprehensive, professional presentations for target clients, addressing key business problems with cross-disciplinary experts.
Assists in coordinating client proposals and provides guidance and market intelligence to develop proposals that meet client needs.
Learn and utilize the agency\'s sales tracking technology to forecast sales, report pipeline progress, and maintain up-to-date activity reports.
Serve as the primary point of contact for an assigned book of HNW Personal Insurance clients.
Maintain high standards for proactive, concierge-level service and communication to clients.
Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
Prepare, re-market, and negotiate renewals and new business with HNW carriers.
Analyze complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
Keep track of sales successes and efforts.
Requirements
Must have strong sales abilities as well as relationship-building abilities.
Must be able to maintain professionalism in a virtual or in-person work environment.
Experience engaging and building relationships with HNW clientele.
Willingness to participate in self-development or technical classes.
Comfortable in an electronic environment with strong computer skills.
Strong working knowledge of Microsoft Office products.
Excellent verbal and written communication skills.
Excellent people skills and ability to work well in a team environment.
Strong organizational skills.
Preferred Qualifications
Prior experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
Experience managing HNW accounts including trusts, LCs, and multi-state households.
Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations.
Familiarity with risk consulting, mitigation vendors, and inspection requirements.
Education and Experience
Bachelor’s degree in business or related field or equivalent combination of education and experience.
3-5+ years’ experience in Personal Lines insurance (preferably with HNW client exposure), including high-value home, auto, umbrella, and valuables insurance.
Current Insurance License (Property & Casualty).
Ability to work toward professional designation.
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical, dental, and vision insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Compensation and Schedule Performance-Driven Compensation Model: Initial Training & Validation Period. Progressive Commission Structure. Uncapped Earnings Potential. 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 a community where people can grow, thrive, and make an impact. Our benefits support health, finances, family, and future. 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 leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
Note: This description is not an exhaustive list of all duties and responsibilities and may be adjusted at any time.
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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 Summary Acrisure is seeking a
Personal Lines High Net Worth Client Advisor
to join our growing team. This role manages a book of complex personal insurance accounts, delivers expert guidance and advisory strategies to affluent and ultra-high-net-worth clients, and prioritizes face-to-face meetings with key clients and HNW prospects. This is a high-income, competitive sales position with the objective of consistently exceeding quota. The advisor will prioritize target accounts, understand a client\'s insurance needs, and use consultative-selling techniques to present solutions.
This role also provides technical guidance on risk mitigation and serves as an expert-level relationship builder.
Responsibilities
Develops a lead generation plan for obtaining new clients.
Executes against the lead generation plan using techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engages in the discovery process for sales opportunities to understand the top needs of the prospect.
Acts as a subject matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
Develops comprehensive, professional presentations for target clients, addressing key business problems with cross-disciplinary experts.
Assists in coordinating client proposals and provides guidance and market intelligence to develop proposals that meet client needs.
Learn and utilize the agency\'s sales tracking technology to forecast sales, report pipeline progress, and maintain up-to-date activity reports.
Serve as the primary point of contact for an assigned book of HNW Personal Insurance clients.
Maintain high standards for proactive, concierge-level service and communication to clients.
Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
Prepare, re-market, and negotiate renewals and new business with HNW carriers.
Analyze complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
Keep track of sales successes and efforts.
Requirements
Must have strong sales abilities as well as relationship-building abilities.
Must be able to maintain professionalism in a virtual or in-person work environment.
Experience engaging and building relationships with HNW clientele.
Willingness to participate in self-development or technical classes.
Comfortable in an electronic environment with strong computer skills.
Strong working knowledge of Microsoft Office products.
Excellent verbal and written communication skills.
Excellent people skills and ability to work well in a team environment.
Strong organizational skills.
Preferred Qualifications
Prior experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
Experience managing HNW accounts including trusts, LCs, and multi-state households.
Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations.
Familiarity with risk consulting, mitigation vendors, and inspection requirements.
Education and Experience
Bachelor’s degree in business or related field or equivalent combination of education and experience.
3-5+ years’ experience in Personal Lines insurance (preferably with HNW client exposure), including high-value home, auto, umbrella, and valuables insurance.
Current Insurance License (Property & Casualty).
Ability to work toward professional designation.
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical, dental, and vision insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Compensation and Schedule Performance-Driven Compensation Model: Initial Training & Validation Period. Progressive Commission Structure. Uncapped Earnings Potential. 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 a community where people can grow, thrive, and make an impact. Our benefits support health, finances, family, and future. 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 leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
Note: This description is not an exhaustive list of all duties and responsibilities and may be adjusted at any time.
#J-18808-Ljbffr