Acrisure
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. 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, equipping teams to work at the highest levels possible.
Job Summary Acrisure is seeking a
HNW Personal Lines Client Advisor
to join our growing team.
The role is performance‑driven, delivering “white glove” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. Through face‑to‑face meetings with key clients and prospects, the advisor prioritizes target accounts, understands clients’ insurance needs, and presents consultative proposals that solve those needs.
The advisor manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.
Responsibilities
Develop and execute a lead generation plan for new clients, using techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engage in the discovery process for all sales opportunities to understand prospect needs.
Act as a subject‑matter expert, proactively providing insight into industry trends, solutions, and business advice.
Create comprehensive, professional presentations tailored to each target client, addressing key business problems and pain points.
Coordinate client proposals, providing guidance and market intelligence, engaging the service team to meet or exceed proposal standards.
Use 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 of concierge‑level service and communication.
Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
Prepare, negotiate, and re‑market renewals and new business with HNW carriers.
Analyze complex exposures including multi‑state homes, high‑value autos, collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
Track 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 pursue 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
Experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
Managing HNW accounts including trusts, LC’s, 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 of 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 a professional designation.
Initial Training & Validation Period New advisors begin in a supported compensation phase providing stability while completing licensing, training, and performance validation.
Progressive Commission Structure As experience grows and performance benchmarks are achieved, new and less‑experienced advisors advance through compensation steps that provide increasing commission rates.
Uncapped Earnings Potential Once fully validated, compensation becomes primarily performance‑based – your earnings scale directly with productivity and results.
Pay Details The base compensation range for this position is $50,000 – $150,000.
This range reflects Acrisure's good faith estimate at the time of posting; placement within the range depends on skills, experience, qualifications, location, and internal equity.
Candidate Requirements 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 support every dimension of your life, from health and finances to family and future.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, vision insurance; life and disability insurance; fertility benefits; wellness resources; 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; employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply. Benefits may vary by subsidiary entity and geographic location.
Acrisure is an 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 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.
#J-18808-Ljbffr
Job Summary Acrisure is seeking a
HNW Personal Lines Client Advisor
to join our growing team.
The role is performance‑driven, delivering “white glove” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. Through face‑to‑face meetings with key clients and prospects, the advisor prioritizes target accounts, understands clients’ insurance needs, and presents consultative proposals that solve those needs.
The advisor manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.
Responsibilities
Develop and execute a lead generation plan for new clients, using techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
Engage in the discovery process for all sales opportunities to understand prospect needs.
Act as a subject‑matter expert, proactively providing insight into industry trends, solutions, and business advice.
Create comprehensive, professional presentations tailored to each target client, addressing key business problems and pain points.
Coordinate client proposals, providing guidance and market intelligence, engaging the service team to meet or exceed proposal standards.
Use 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 of concierge‑level service and communication.
Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
Prepare, negotiate, and re‑market renewals and new business with HNW carriers.
Analyze complex exposures including multi‑state homes, high‑value autos, collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
Track 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 pursue 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
Experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
Managing HNW accounts including trusts, LC’s, 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 of 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 a professional designation.
Initial Training & Validation Period New advisors begin in a supported compensation phase providing stability while completing licensing, training, and performance validation.
Progressive Commission Structure As experience grows and performance benchmarks are achieved, new and less‑experienced advisors advance through compensation steps that provide increasing commission rates.
Uncapped Earnings Potential Once fully validated, compensation becomes primarily performance‑based – your earnings scale directly with productivity and results.
Pay Details The base compensation range for this position is $50,000 – $150,000.
This range reflects Acrisure's good faith estimate at the time of posting; placement within the range depends on skills, experience, qualifications, location, and internal equity.
Candidate Requirements 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 support every dimension of your life, from health and finances to family and future.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, vision insurance; life and disability insurance; fertility benefits; wellness resources; 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; employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply. Benefits may vary by subsidiary entity and geographic location.
Acrisure is an 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 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.
#J-18808-Ljbffr