Personal Lines High Net Worth Account Manager

Acrisure

Manage insurance accounts for High-Net Worth clients while conducting reviews and risk assessments. Collaborate with clients and carriers for optimal coverage solutions.

Posted 6/2/2026full-timeWallingford • Connecticut, New Jersey, New York • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

risk managementnegotiationaccount managementinsurance program reviewclient relationship developmentexposure assessmentpolicy analysiscoverage recommendationmarketplace knowledgeinsurance exclusions identification

Soft Skills

communicationcollaborationclient stewardshiprelationship managementorganizational skillsproblem-solvingadaptabilityattention to detailcustomer serviceinterpersonal skills

Tools & Technologies

Microsoft OfficeAPPLIED EPICagency management software

Certifications & Qualifications

Property & Casualty licenseAssociate’s Degree

Industry Keywords

High Net Worth clienteleinsurance industryrisk profilecoverage optionsinsurance marketplaceclient exposuresinsurance carriersaccount reviewsinsurance policiesclient risk management

About the role

Key responsibilities & impact

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
Provide overall stewardship of risk management solutions for clients
Successfully manage own book of business through developing, maintaining, and expanding relationships with clients
Review exposures and current insurance program for assigned clients
Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts
Monitor carrier activities to ensure responsibilities to the customer are fulfilled
Complete account reviews
Identify and communicate exclusions or changes to clients’ policies
Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options

Requirements

What you’ll need

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
Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC

Benefits

Comp & perks

Comprehensive medical insurance
Dental insurance
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 leave and paid paternity leave
Legal plan options
Pet insurance coverage