Personal Lines High Net Worth Client Advisor
Acrisure, Commerce, MI, United States
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 We are seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net Worth Client Advisor is a performance‑driven individual that delivers “white gloves” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face‑to‑face meetings with key clients and HNW prospects. The role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.
Responsibilities
Develop a lead generation plan for obtaining new clients.
Execute against the plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engage in the discovery process for all sales opportunities to understand the prospect’s top needs.
Act as a subject‑matter expert for clients, proactively providing insight into industry trends, solutions and business advice.
Develop comprehensive, professional presentations for each target client, addressing key business problems and pain points.
Assist in coordinating client proposals, providing guidance and market intelligence. Engage the service team when appropriate to deliver proposals that meet or exceed standards.
Learn and fully 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 delivering 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.
Required Qualifications
Strong sales and relationship‑building abilities.
Professionalism in virtual or in‑person work environments.
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.
Bachelor’s degree in business or related field, or equivalent education and experience.
3‑5+ years of experience in Personal Lines insurance, preferably with HNW client exposure.
Current Property & Casualty license.
Ability to work toward a professional designation.
Preferred Qualifications
Prior experience with HNW carriers (Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One).
Experience managing HNW accounts, including trusts, LLCs, and multi‑state households.
Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations.
Familiarity with risk consulting, mitigation vendors, and inspection requirements.
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, employee assistance program, Calm app subscription.
Employee‑paid pet insurance and optional supplemental coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter benefits.
Paid maternity and paternity leave, fertility benefits.
Career growth and learning opportunities.
Performance‑Driven Compensation Model Initial Training & Validation Period:
New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.
Progressive Commission Structure:
As experience grows and performance benchmarks are achieved, new and less‑experienced advisors move through clearly defined compensation steps that provide increasing commission rates.
Uncapped Earnings Potential:
Once fully validated, compensation becomes primarily performance‑based – earnings scale directly with productivity and results.
On‑site Presence Requirement Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Equal Opportunity Employment 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 Notice Please visit here to learn more about our Recruitment Fraud Notice.
Welcome Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
Job Summary We are seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net Worth Client Advisor is a performance‑driven individual that delivers “white gloves” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face‑to‑face meetings with key clients and HNW prospects. The role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.
Responsibilities
Develop a lead generation plan for obtaining new clients.
Execute against the plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engage in the discovery process for all sales opportunities to understand the prospect’s top needs.
Act as a subject‑matter expert for clients, proactively providing insight into industry trends, solutions and business advice.
Develop comprehensive, professional presentations for each target client, addressing key business problems and pain points.
Assist in coordinating client proposals, providing guidance and market intelligence. Engage the service team when appropriate to deliver proposals that meet or exceed standards.
Learn and fully 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 delivering 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.
Required Qualifications
Strong sales and relationship‑building abilities.
Professionalism in virtual or in‑person work environments.
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.
Bachelor’s degree in business or related field, or equivalent education and experience.
3‑5+ years of experience in Personal Lines insurance, preferably with HNW client exposure.
Current Property & Casualty license.
Ability to work toward a professional designation.
Preferred Qualifications
Prior experience with HNW carriers (Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One).
Experience managing HNW accounts, including trusts, LLCs, and multi‑state households.
Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations.
Familiarity with risk consulting, mitigation vendors, and inspection requirements.
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, employee assistance program, Calm app subscription.
Employee‑paid pet insurance and optional supplemental coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter benefits.
Paid maternity and paternity leave, fertility benefits.
Career growth and learning opportunities.
Performance‑Driven Compensation Model Initial Training & Validation Period:
New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.
Progressive Commission Structure:
As experience grows and performance benchmarks are achieved, new and less‑experienced advisors move through clearly defined compensation steps that provide increasing commission rates.
Uncapped Earnings Potential:
Once fully validated, compensation becomes primarily performance‑based – earnings scale directly with productivity and results.
On‑site Presence Requirement Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Equal Opportunity Employment 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 Notice Please visit here to learn more about our Recruitment Fraud Notice.
Welcome Welcome, your new opportunity awaits you.
#J-18808-Ljbffr