HNW Personal Lines Client Advisor

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 19,000 colleagues in more than 20 countries.

Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration, equipping teams to work at the highest levels possible.

Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team. The role is performance‑driven, delivering “white glove” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. Through face‑to‑face meetings with key clients and prospects, the advisor prioritizes target accounts, understands clients’ insurance needs, and presents consultative proposals that solve those needs.

The advisor manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.

• Develop and execute a lead generation plan for new clients, using techniques such as cold calls, referrals, industry events, markets, Linked In, etc.
• Engage in the discovery process for all sales opportunities to understand prospect needs.
• Act as a subject‑matter expert, proactively providing insight into industry trends, solutions, and business advice.
• Create comprehensive, professional presentations tailored to each target client, addressing key business problems and pain points.
• Coordinate client proposals, providing guidance and market intelligence, engaging the service team to meet or exceed proposal standards.
• Use the agency’s sales tracking technology to forecast sales, report pipeline progress, and maintain up‑to‑date activity reports.
• Serve as the primary point of contact for an assigned book of HNW Personal Insurance clients.
• Maintain high standards of concierge‑level service and communication.
• Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
• Prepare, negotiate, and re‑market renewals and new business with HNW carriers.
• Analyze complex exposures including multi‑state homes, high‑value autos, collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
• Track sales successes and efforts.

• Strong sales and relationship‑building abilities.
• Professionalism in virtual or in‑person work environments.
• Experience engaging and building relationships with HNW clientele.
• Willingness to pursue self‑development or technical classes.
• Comfortable in an electronic environment with strong computer skills.
• Strong working knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Excellent people skills and ability to work well in a team environment.
• Strong organizational skills.

• Experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
• Managing HNW accounts including trusts, LC’s, and multi‑state households.
• Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations.
• Familiarity with risk consulting, mitigation vendors, and inspection requirements.

• Bachelor’s degree in business or related field (or equivalent combination of education and experience).
• 3‑5+ years of experience in Personal Lines insurance (preferably with HNW client exposure), including high‑value home, auto, umbrella, and valuables insurance.
• Current Insurance License (Property & Casualty).
• Ability to work toward a professional designation.

New advisors begin in a supported compensation phase providing stability while completing licensing, training, and performance validation.