A

Acrisure

Insurance broker offering risk management services

National Leader - High-Net-Worth Personal Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time$225k - $275k

About the Job

Requirements

  • At least 15 years of experience in insurance, financial services, private client, or related advisory businesses, with significant depth in high-net-worth Personal Lines.
  • A proven track record leading growth, retention, profitability, and performance across a sizable Personal Lines or private client portfolio.
  • Strong sales leadership experience, including direct advisor management, coaching, KPI development, pipeline management, and performance accountability.
  • Deep understanding of high-net-worth Personal Lines market dynamics, carrier relationships, underwriting appetite, client expectations, and coverage complexity.
  • Experience building talent pipelines, recruiting high-performing producers or advisors, and developing onboarding and coaching programs.
  • Ability to use data, reporting, and operating metrics to identify trends, diagnose performance gaps, and drive action.
  • Strong executive presence and ability to influence across sales, operations, carrier, finance, marketing, digital, and business-line leadership.
  • A bachelor's degree is preferred; equivalent business leadership experience will be considered.
  • Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
  • Extensive travel is required.

Responsibilities

  • Own overall performance of the high-net-worth Personal Lines book, including revenue growth, retention, and profitability.
  • Establish clear performance targets by segment, region, and advisor.
  • Drive disciplined execution against growth and retention goals through a consistent operating cadence and clear accountability model.
  • Define and execute the national growth strategy for high-net-worth Personal Lines.
  • Identify expansion opportunities across new client acquisition, market and territory expansion, channel development, digital, referral sources, and centers of influence.
  • Partner with leadership on segmentation strategy, including a path toward deeper sub-segmentation over time.
  • Lead and manage high-net-worth-focused client advisors to improve new business production, retention, relationship management, productivity, and book growth.
  • Implement consistent sales management discipline, including goal setting, pipeline tracking, accountability, and performance coaching.
  • Establish and track advisor-level key performance indicators and benchmarks.
  • Identify, recruit, and hire high-performing high-net-worth talent, including producers and hybrid advisors.
  • Build a sustainable talent pipeline aligned to national growth goals.
  • Develop onboarding, training, and ongoing coaching programs for high-net-worth advisors.
  • Actively manage performance and upgrade talent where needed.
  • Own strategy and execution for growth across the entire high-net-worth portfolio, beyond current advisor-driven production.
  • Identify gaps and opportunities in underpenetrated clients, aging or stagnant books, account rounding, and policy density.
  • Create targeted strategies to unlock organic growth within the existing high-net-worth client base while improving overall book quality.
  • Design and execute cross-sell and coverage expansion initiatives across the high-net-worth client base.
  • Increase policies per client and revenue per client.
  • Partner across commercial, specialty, life, wealth, and other applicable business lines to unlock additional client value.
  • Establish a clear operating framework with standardized metrics, reporting, and leadership routines.
  • Track and report growth and retention trends, revenue per client, policies per client, advisor productivity, pipeline health, and conversion rates.
  • Deliver regular performance updates to executive leadership with clear insights, risks, actions, and decisions needed.
  • Partner with market and carrier leadership to ensure competitive high-net-worth product offerings, preferred carrier relationships, and strong market access.
  • Align with carrier partners on underwriting appetite, growth goals, placement strategy, and service expectations.
  • Use market insights to inform segmentation, client strategy, advisor enablement, and portfolio management.
  • Work cross-functionally with operations, placement, and service teams to ensure a scalable service model aligned to high-net-worth client expectations.
  • Improve workflow, handoffs, and support models to enable growth while maintaining a strong client experience.
  • Identify opportunities to improve operational efficiency, reduce friction, and create consistency across the national high-net-worth platform.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

Recently Posted Jobs

Explore more opportunities at Acrisure

See more jobs