Account Manager - Personal Lines; HNW

About The Role

This position is being posted due to anticipated future need for account servicing of high-net-worth clients.

Reporting to the Personal Lines High Net Worth Team Lead, the Personal Lines Account Manager for High Net Worth is responsible to conduct annual reviews of clients’ insurance program, stay current on changes in clients' lifestyle that impact their risk profile and coverages, negotiate with carriers on clients' behalf, discuss any potential risks and recommend appropriate coverages, including proposal of any changes/updates, and provide overall stewardship of risk management solutions for clients.

• Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs.
• Review exposures and current insurance program for assigned clients.
• Determine if current carrier is the best fit to address the client’s needs including coverage, protection, and cost effectiveness.
• Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs.
• Provide daily service, anticipate customer’s needs, and respond to client questions and issues in a timely and consultative manner.
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage.
• Monitor carrier activities to ensure they fulfill their responsibilities to the customer (e.g., policies & endorsements quoted and issued in a timely manner, claims handled properly and timely).
• Complete account reviews.
• Maintain best-in-class account management to optimize customer experience and share feedback with producers regarding potential opportunities.
• Ensure processes are followed on a timely basis to support business needs, including but not limited to coverage review process, EPIC usage, and keeping umbrella policies updated to maintain comprehensive coverage.
• Identify and communicate exclusions or changes to clients’ policies and discuss potential mitigating options.
• Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

• Strong organizational and effective time management skills, with attention to detail.
• Communicates and interacts professionally and effectively with all levels of management, employees, and clients; strong interpersonal and communication skills; solution focused.
• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.
• High level of initiative, a team player, and resourceful to find win-win solutions when possible.

• 3-5 years of prior insurance industry experience with High Net Worth clientele is preferred.
• Associate’s Degree or higher is desired, or equitable experience.
• Property & Casualty license required.
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint.
• Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC.

The base compensation range for this position is $65,000 - $85,000. This range reflects Acrisure's 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 for employment without 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

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• Mid-Senior level

• Full-time

• Other

• Insurance

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