Personal Lines Account Executive

Acrisure

Multiple Locations
Client relationship management
Annual exposure reviews
Proactive client service
The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected

Job Summary

  • The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected.
  • The advisor is responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program.
  • Acrisure offers a comprehensive suite of benefits designed to support every dimension of your life, from your health and finances to your family and future.

Matching Summary

The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected.

Skills & Requirements

Must-have

  • client relationship management
  • annual exposure reviews
  • proactive client service
  • resolve complex issues
  • maintain accurate data

Nice-to-have

  • trusted advisor role
  • analytical skills
  • collaboration with teams
  • community impact focus

Key Requirements

  • 5+ years personal lines insurance experience
  • High-net worth clientele experience
  • Property & Casualty (P&C) License required
  • Proficiency with agency management software
  • Applied Epic experience preferred
  • Proficiency in Microsoft Office
  • Excellent verbal & written communication skills
  • Detail oriented, highly organized
  • Customer service oriented
  • Strong problem-solving ability

Work Rights

Not specified

Tailored Resume

Cover Letter