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Acrisure · 1 month ago

Personal Lines High Net Worth Account Executive

7 S Warren St - DOVER, NJ

Full-time

Hybrid

Mid Level

$65K/yr - $85K/yr

3+ years exp

Acrisure is a global fintech leader empowering businesses and individuals with tailored solutions. The Personal Lines Private Client Account Executive will manage client relationships, conduct assessments of assets and risks, and ensure clients are adequately protected with appropriate insurance coverage.

Financial ServicesInsuranceInsurTech

Responsibilities

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 client’s 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

Qualification

Personal lines insuranceProperty & Casualty LicenseMicrosoft OfficeCustomer serviceHighly organizedVerbal communicationWritten communicationProblem-solvingDetail oriented