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.

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, we equip our teams to work at the highest levels possible.

Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team. The HNW Personal Lines Client Advisor is a performance driven individual that delivers “white gloves” service and advisory strategies to affluent and ultra‑high‑net‑worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face‑to‑face meetings with key clients and H prospects. This is a high‑income, competitive sales position, with the clear objective of always exceeding the quota.

To accomplish this, the HNW Personal Lines Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client’s insurance needs. Then using consultative‑selling techniques, the HNW Personal Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs. This role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert‑level relationship builder.

• Develops a lead generation plan for obtaining new clients.
• Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, Linked In, etc.
• Engages in the discovery process for all sales opportunities to understand the top needs of the prospect.
• Acts as a subject matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
• Develops comprehensive, professional presentations for each target client. All created presentations will be the result of swarming key business problems/pain points relative to the customer with cross-disciplinary experts.
• Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.
• Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports. Forecasting should be accurate and reporting information should be updated timely.
• Serves as the primary point of contact for an assigned book of HNW Personal Insurance clients.
• Maintains high standards for delivering proactive, concierge‑level service and communication to clientsli>
• Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy.
• Prepare, re‑market, and negotiate renewals and new business with HNW carriers.
• Analyzes complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures.
• Keeps track of sales successes and efforts.

• Must have strong sales abilities as well as relationship building abilities.
• Must have the ability to maintain professionalism in a virtual or in-person work…