Personal Lines High Net Worth Account Executive

Acrisure

Base: $80,000 - $95,000; bonus/equity: not specifi...
3-5 years personal lines experience
Property & casualty license required
Proficiency in microsoft office word excel
The role involves providing professional stewardship to high net worth clients by conducting thorough assessments of assets and potential risks

Job Summary

  • The role involves providing professional stewardship to high net worth clients by conducting thorough assessments of assets and potential risks.
  • Acrisure is a global fintech leader that has grown from $38 million to almost $5 billion in revenue over the last twelve years.
  • Employees receive comprehensive benefits including immediate vesting in a 401(k) plan, paid maternity and paternity leave, and fertility benefits.

Matching Summary

The role involves providing professional stewardship to high net worth clients by conducting thorough assessments of assets and potential risks.

Salary

Base: $80,000 - $95,000; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental, vision, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 3-5 years personal lines experience
  • Property & Casualty License required
  • Proficiency in Microsoft Office Word Excel
  • Strong verbal and written communication skills
  • Detail oriented with ability to meet deadlines

Nice-to-have

  • Experience working with HNW clientele
  • Ability to work independently and in groups
  • Strong problem-solving ability
  • Customer service oriented mindset

Key Requirements

  • 3-5 years personal lines insurance experience
  • Property & Casualty (P&C) License
  • Proficiency in Microsoft Office Word and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter