Acrisure
About 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 we equip our 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 HNW Personal Lines 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. This is a high‑income competitive sales position with the clear objective of always exceeding the quota. To accomplish this the HNW Personal Lines Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client’s insurance needs. Then, using consultative‑selling techniques, the HNW Personal Lines Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.
This 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 lead generation 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 top needs of the prospect.
Act as a subject‑matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
Develop comprehensive professional presentations for each target client. All created presentations will be the result of swarming key business problems / pain points relative to the customer with cross‑disciplinary experts.
Assist in the coordination of developing client proposals and provide guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.
Learn and fully utilize agency sales tracking technology to forecast sales, report pipeline progress and maintain up‑to‑date activity reports. Forecasting should be accurate and reporting information should be updated timely.
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, collector cards, valuable articles, domestic employees, trusts, LLCs and family office structures.
Keep track of sales successes and efforts.
Required Qualifications
Must have strong sales abilities as well as relationship‑building abilities.
Must have the ability 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.
Must be 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.
Required Education & Experience
Bachelor’s degree in business or related field of study or equivalent combination of education and experience.
3‑5 years experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high‑value home, auto, umbrella and valuables insurance.
Current Insurance License (Property & Casualty).
Ability to work toward a 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 options.
Paid maternity leave, paid paternity leave and fertility benefits.
Career growth and learning opportunities.
And so much more!
Employment Type Full‑Time
Legal & Equal Opportunity 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 [email].
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Foster inclusivity: Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email [email].
Note Candidates should be comfortable with an on‑site presence to support collaboration, team leadership and cross‑functional partnership.
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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.
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 Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team. The HNW Personal Lines 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. This is a high‑income competitive sales position with the clear objective of always exceeding the quota. To accomplish this the HNW Personal Lines Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client’s insurance needs. Then, using consultative‑selling techniques, the HNW Personal Lines Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.
This 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 lead generation 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 top needs of the prospect.
Act as a subject‑matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
Develop comprehensive professional presentations for each target client. All created presentations will be the result of swarming key business problems / pain points relative to the customer with cross‑disciplinary experts.
Assist in the coordination of developing client proposals and provide guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.
Learn and fully utilize agency sales tracking technology to forecast sales, report pipeline progress and maintain up‑to‑date activity reports. Forecasting should be accurate and reporting information should be updated timely.
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, collector cards, valuable articles, domestic employees, trusts, LLCs and family office structures.
Keep track of sales successes and efforts.
Required Qualifications
Must have strong sales abilities as well as relationship‑building abilities.
Must have the ability 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.
Must be 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.
Required Education & Experience
Bachelor’s degree in business or related field of study or equivalent combination of education and experience.
3‑5 years experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high‑value home, auto, umbrella and valuables insurance.
Current Insurance License (Property & Casualty).
Ability to work toward a 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 options.
Paid maternity leave, paid paternity leave and fertility benefits.
Career growth and learning opportunities.
And so much more!
Employment Type Full‑Time
Legal & Equal Opportunity 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 [email].
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Foster inclusivity: Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email [email].
Note Candidates should be comfortable with an on‑site presence to support collaboration, team leadership and cross‑functional partnership.
#J-18808-Ljbffr