High Net Worth Insurance Agent

Accretive Solutions’ Executive Search practice has been engaged by one of its clients to recruit a High Net Worth Insurance Agent to join their team, located in the Troy, MI.

The High Net Worth Insurance Property & Casualty (P&C) Licensed Insurance Agent will use their in-depth knowledge of risks and available insurance products to market suitable insurance policies to meet the needs of their customers. The agent will be working with customers that generally have 2 million+ in net worth. Our client is the world's leading insurance organization, serving more than 90 million customers in over 100 countries and jurisdictions. They are leading providers in property casualty insurance, life insurance, retirement products, mortgage insurance, and other financial services.

• Competitive commission, renewal and no chargebacks
• Annual salary plus commission permanent, full-time position
• Client provided leads targeted to High Wealth Customers, that generally have $2million+ net wealth
• No lead generation required or marketing expense
• Small Team in an Agency atmosphere
• Extensive training, mentoring and support from client


• Acquire new customers while building and maintaining ongoing relationships
• Conduct sales presentations over the phone
• Gather information from customers, assess their insurance needs and risk profile
• Foresee customers' insurance needs, such as policy renewals or amending existing policies
• Customize insurance programs to suit individual customers, often covering a variety of risks
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
• Use of advanced selling techniques in a consultative sales environment
• Calculate insurance premiums or awards / compute financial data
• Arrange specialized types of insurance coverage in complex cases
• Complete and follow-up on administrative tasks such as managing and processing paperwork, correspondence, keeping detailed records, ensure that policy requirements are fulfilled including the completion of appropriate forms
• Follow contract, property, and insurance laws
• Use computers to enter and access or retrieve data
• Advise clients on risk management and claims processing


• Bachelor's degree with concentration in a business discipline (Marketing / Finance Accounting) preferred
• Minimum of 3 years successful full-time work experience in insurance sales or executive level occupation in the insurance industry or combination of high end sales experience
• Demonstrated experience in understanding the complex financial situations and lifestyles of high net worth customers
• Multiline insurance brokerage experience highly desirable
• Strong computer skills; MS Office proficiency
• Experience with software for the purpose of submitting applications and claims processing
• Currently possess a Property and Casualty license
• Strong communication and customer service skills
• Must have positive attitude, professionalism and emotional intelligence (ability to listen and empathize)
• Must be ambitious, self-motivated, and have a high energy level
• Strong organizational skills and attention to detail
• Technical knowledge related to the underwriting, claims processes, as well as, the tax and legal aspects of the products sold and potential implications for their clients


If you, or someone you know, meet these requirements and are interested in learning more about this exciting career opportunity, please contact Joe Goulet at and include an updated resume/CV.

Corporate Statement: 

On December 4th, 2017, Accretive Solutions was acquired by RGP. This job is an RGP position. Combining the distinctive talent of our companies allows us to continue to build and assemble teams of game-changers who solve pressing business issues and achieve greater levels of impact for our clients.   RGP is a professional services firm dedicated to providing people and perspectives to solve business challenges. As a provider of high-value, on-demand solutions aimed at our client’s most critical initiatives, we live and work within our clients' countries, cultures and languages, helping local business leaders and their global operating teams attain strategic objectives.   With experience across many disciplines including, finance and accounting, information management, human capital, supply chain management, legal and internal audit, we help companies address complex situations on the inside of business. Working alongside the client team, we solve problems, execute, and transfer knowledge. In other words, we help get the internal work done, while building the team's capability to change and operate in brand new ways.   RGP was founded in 1996 within a Big Four accounting firm. Today, RGP is a publicly traded company. Including the operations of Accretive, RGP employs over 3,700 professionals, annually serving over 2,600 clients around the world from 76 practice offices. RGP has been recognized on multiple occasions by Forbes as one of the 100 Most Trustworthy Companies.   --- We offer a comprehensive compensation and benefits package including health and life insurance, a 401(k) savings plan which includes a discretionary company match, employee stock purchase plan, paid personal time off program, professional development and certification courses. For more information please visit us on or check us out on or   RGP is an Equal Employment Opportunity Employer and encourages applicants to apply regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status. RGP participates in the E-Verify Program. Applicants have rights under Federal Employment Laws. If you are a qualified individual with a disability and need special assistance or an accommodation to use our website, please contact us by email at, or by phone at 877-261-4901 ext. 3.   For more information, please refer to the following links: EEO is the Law Poster l Family and Medical Leave Act (FMLA) Poster l Employee Polygraph Protection Act (EPPA) Poster l E-Verify Poster l Spanish E-Verify Poster l Right to Work Poster l Spanish Right to Work Poster)

Job Date: 

Thu, 01/25/2018 - 21:00

Job Types: