High-Net Worth Insurance Account Executive

DGA Careers USA Inc; Hauppauge (NY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Company-paid health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

AAA membership

Job summary

DGA Careers USA Inc is assisting a well-established boutique insurance agency seeking a Private Client Account Executive to manage a sophisticated High Net Worth book in a hybrid New York office.

The ideal candidate has 5+ years of HNW personal lines experience, NY P&C license, and familiarity with top HNW carriers. You will handle submissions, renewals, and client communications while leveraging AI tools to enhance service delivery.

Qualifications

• Minimum 5 years of dedicated High Net Worth personal lines experience (required).
• Active Property & Casualty Insurance License in good standing — NY required.
• Hands-on experience with leading HNW carriers including Berkley One, Chubb, Cincinnati, AIG/PCS, PURE, and Vault.
• Familiarity with wholesale brokers and E&S placement for hard-to-place risks.
• Proficiency with agency management systems and related tools is a strong asset.

Responsibilities

• Manage and service an assigned High Net Worth book of business with exceptional attention to detail.
• Prepare and present new business and renewal submissions including marketing, rating, proposals, applications, and binders through to policy issuance.
• Conduct thorough, high-level client renewal reviews to support retention and coverage optimization.
• Create applications, supplemental forms, binders, coverage summaries, BOR forms, certificates, Evidence of Property, and Auto ID cards.
• Stay current on HNW market trends, product developments, coverage updates, and emerging technologies.
• Collaborate with and provide support to Private Client Advisor colleagues as needed.

Skills

HNW experience

P&C license NY

AMS360

E&S placement

Wholesale brokers

Tools

AMS360

Job description

Our client is a well-established, boutique insurance agency operating exclusively in the High Net Worth personal lines space. With a strong reputation for delivering white-glove service to affluent individuals and families, they are seeking a seasoned Private Client Account Executive to join their growing team in a newly expanded, hybrid office environment.

Compensation: $95,000 – $130,000 base salary | Quarterly & Annual Growth Bonuses

The Opportunity

Working in close partnership with the agency principal, the Private Client Account Executive will manage and grow a sophisticated HNW book of business. This is a high-touch, relationship-driven role for someone who thrives in a fast-paced, detail-oriented environment and genuinely understands the nuanced needs of high-net-worth clientele.

Key Responsibilities

• Manage and service an assigned High Net Worth book of business with exceptional attention to detail
• Prepare and present new business and renewal submissions including marketing, rating, proposals, applications, and binders through to policy issuance
• Conduct thorough, high-level client renewal reviews to support retention and coverage optimization
• Create applications, supplemental forms, binders, coverage summaries, BOR forms, certificates, Evidence of Property, and Auto ID cards
• Stay current on HNW market trends, product developments, coverage updates, and emerging technologies
• Collaborate with and provide support to Private Client Advisor colleagues as needed

Ideal Candidate Profile

• Minimum 5 years of dedicated High Net Worth personal lines experience (required)
• Active Property & Casualty Insurance License in good standing — NY required
• Hands-on experience with leading HNW carriers including Berkley One, Chubb, Cincinnati, AIG/PCS, PURE, and Vault
• Familiarity with wholesale brokers and E&S placement for hard-to-place risks
• Proficiency with AMS360 agency management system is a strong asset
• Outstanding verbal, written, and presentation skills with a polished, professional approach
• Highly organized, self-motivated, and capable of managing competing priorities in a fast-paced environment
• Comfortable learning and adapting to new tools including AI-assisted technologies
• Genuine commitment to client service excellence and continuous professional development
• Base salary: $95,000 – $130,000 (commensurate with experience)
• Quarterly and annual agency growth bonuses
• Company-paid health, dental, vision, and life insurance
• 401(k) with full company match
• Company-paid AAA membership
• Optional in-house gym membership
• Paid holidays and vacation time

Qualified applicants can apply to Melissa Colley at [e-mail]. If you are working with another DGA Recruiter, please connect with them directly regarding this opportunity.