Elite HNW Personal Lines Account Executive - White-Glove Service

The Misch Group

New York (NY)

On-site

USD 95,000 - 140,000

Full time

14 days+

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Benefits offered by this job

100% employer-paid benefits
Stable long-term platform
Strong compensation package

Job summary

The Misch Group is seeking a High Net Worth Personal Lines Account Executive to service a sophisticated private-client book in New York. This full-time position offers a competitive salary ranging from $95,000 to $140,000 based on fit and experience.

The successful candidate will possess an active New York Property & Casualty license and have servicing experience with high-net-worth clients. This role emphasizes strong communication skills, confidence in discussing complex coverages, and the ability to work in a dynamic office environment.

A collaborative atmosphere and comprehensive employer-paid benefits make this an exceptional opportunity for growth and professional development.

Qualifications

  • Active New York Property & Casualty license is required.
  • Experience with high-net-worth personal lines servicing is a must.
  • Strong skills in client communication and handling complex coverage discussions.

Responsibilities

  • Manage and service a portfolio of high-net-worth personal lines clients.
  • Review coverage structures to identify gaps and risk-management needs.
  • Handle renewals, policy changes, and provide carrier coordination.

Skills

Client communication skills
Knowledge of personal insurance programs
Ability to manage client relationships

Education

Active New York Property & Casualty license
Experience with AMS360 or Applied Epic

Job description

High Net Worth Personal Lines Account Executive

Department: Insurance & Financial Services

Employment Type: Full Time

Location: New York

Compensation: $100,000 - $140,000 / year


Description
Location: Long Island, NY
Schedule: Full-time, in office, Monday-Friday, 8:30 AM-5:00 PM
Compensation: $95,000-$120,000 base, with flexibility up to $140,000 for an exceptional fit

An established, growth-oriented independent insurance agency is hiring a High-Net-Worth Personal Lines Account Executive to support a sophisticated private-client book.

This is a service-first role for someone who knows how to advise affluent households on complex personal insurance programs, manage sensitive client relationships, and handle nuanced coverage conversations with confidence.

You will work directly with high-net-worth clients and carrier partners, overseeing renewals, endorsements, coverage reviews, and day-to-day account servicing. The environment is collaborative, high-touch, and built for people who can think independently, communicate clearly, and step into complex client situations without heavy ramp time.

What You'll Do
  • Manage and service a portfolio of high-net-worth personal lines clients.
  • Review coverage structures and identify gaps, exposures, and risk-management needs.
  • Handle renewals, policy changes, endorsements, remarketing, and carrier coordination.
  • Advise clients on complex coverages including umbrella, valuable articles, household workers compensation, and specialty exposures.
  • Maintain strong documentation and account activity within the agency management system.
  • Partner with internal teammates, underwriters, and wholesalers to deliver white-glove service.

What They're Looking For
  • Active New York Property & Casualty license.
  • High-net-worth personal lines servicing experience.
  • Strong client communication skills and confidence with complex coverage discussions.
  • Ability to operate in a fast-moving office environment with limited hand-holding.
  • Experience with AMS360 preferred; Applied Epic is also relevant.

Why This Role Stands Out
  • Growth hire, not a backfill.
  • Sophisticated affluent-client work with meaningful complexity.
  • Strong compensation for the right person.
  • 100% employer-paid benefits and a stable long-term platform.
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