Personal Lines HNW Account Executive
Personal Lines HNW Account Executive
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$ 75000 - 95000
1 Vacancy
Job Description
Job Description
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more.
Acrisure employs over 17000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.
Job Summary:
The Personal Lines Private Client Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough assessments of a clients assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally the advisor would be 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. Effective communication and analytical skills would be essential for this role.
Primary Functions:
Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance.
Review client exposures loss experience and current coverage and recommend appropriate products and
Services.
Provide proactive day-to-day client service by anticipating and evaluating clients needs.
Work well independently but also in groups utilizing internal assistant accounting marketing and claims resources appropriately.
Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible.
Deliver outstanding customer service by providing professional timely and accurate communication.
Establish effective relationships with carriers underwriters and marketing representatives.
Resolve complex service or coverage related issues in partnership with team members and producers.
Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible.
Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed.
Position Requirements:
3 - 5 years personal lines insurance experience; preferably working with HNW clientele.
Property & Casualty (P&C) License.
Proficiency in Microsoft Office-Word & Excel.
Excellent verbal & written communication skills.
Detail oriented highly organized and ability to meet deadlines.
Customer service oriented with strong problem-solving ability.
Pay Details:
The base compensation range for this position is $75000 - $95000. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
IC
Employment Type
Full-Time
