Personal Lines High Net Worth Account Executive

Iselin, NJ - USA

Monthly Salary: $ 75000 - 95000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

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 19000 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:

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.

Benefits and Perks:

Competitive compensation
Generous vacation policy paid holidays and paid sick time
Medical Insurance Dental Insurance 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!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

#LI-LS1

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:

Job DescriptionAbout 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 o...