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Acrisure

Personal Lines Private Client Account Executive

Acrisure

. Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance .

Posted 4/28/2026full-timeUniondale • New York • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 3 - 5 years personal lines insurance experience; preferably working with HNW or Ultra 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

Comp & perks
  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity and paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
personal lines insuranceloss experience analysiscoverage recommendationclient servicerenewal process managementdata managementproblem-solving
Soft Skills
communicationdetail orientedhighly organizedcustomer service orientedability to meet deadlines
Certifications
Property & Casualty (P&C) License