High-Net-Worth Personal Lines Account Executive (Premier)

The Misch Group; Hauppauge (NY); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Private office

Career growth

Job summary

The Misch Group on Long Island, NY is seeking a Premier Account Executive to manage High-Net-Worth Personal Lines clients from our New York office. You will advise affluent clients on complex coverage needs and deliver a white-glove service experience.

The ideal candidate holds a Property & Casualty license with prior High-Net-Worth Personal Lines experience and excels at relationship management, policy stewardship, and carrier communications.

Qualifications

• Active Property & Casualty license required.
• Experience servicing Personal Lines accounts.
• Prior High-Net-Worth Personal Lines experience preferred.
• Strong understanding of complex personal insurance programs.
• Excellent communication, organizational, and relationship management skills.
• Ability to manage multiple priorities while maintaining a high level of service.

Responsibilities

• Manage and service a portfolio of High-Net-Worth Personal Lines clients.
• Serve as the primary contact for client service needs.
• Review insurance programs and identify potential coverage gaps or exposures.
• Advise clients regarding risk management and coverage solutions.
• Coordinate renewals, policy changes, endorsements, and carrier communications.
• Maintain strong relationships with insurance carriers and underwriting partners.
• Deliver exceptional service and responsiveness to affluent clientele.
• Maintain accurate documentation and account records within the agency management system.
• Collaborate with internal team members to ensure a seamless client experience.

Skills

P&C License

Personal Lines

High-Net-Worth exp

Communication

Multi-tasking

Tools

AMS360

Applied Epic

Job description

High-Net-Worth Personal Lines Account Executive (Premier)

Department: Insurance & Financial Services

Employment Type: Full Time

Location: New York

Compensation: $95,000 - $140,000 / year

Description

Premier Account Executive - High-Net-Worth Personal Lines

Location: Long Island, NY

Schedule: Full-Time, In-Office (Monday-Friday, 8:30 AM - 5:00 PM)

Compensation: $80,000 - $120,000+ Depending on Experience

About the Opportunity

Our client is a nationally recognized independent insurance agency specializing in High-Net-Worth Personal Lines insurance. Due to continued growth, they are seeking an experienced Premier Account Executive to join their team and support a growing portfolio of affluent clients with sophisticated insurance needs.

This is an excellent opportunity for an insurance professional who enjoys serving high-net-worth individuals and families, advising clients on complex coverage needs, and delivering a white-glove service experience.

Position Overview

The Premier Account Executive will serve as a trusted advisor to high-net-worth clients, managing complex personal insurance programs and helping clients protect significant personal assets.

The ideal candidate has experience working with affluent clientele and understands the unique coverage considerations associated with luxury homes, multiple residences, valuable collections, executive liability exposures, and other specialized risks.

This is a service-focused role centered around relationship management, policy stewardship, and risk advisory support.

Key Responsibilities

Responsibilities

• Manage and service a portfolio of High-Net-Worth Personal Lines clients.
• Serve as the primary point of contact for client service needs.
• Review insurance programs and identify potential coverage gaps or exposures.
• Advise clients regarding risk management and coverage solutions.
• Coordinate renewals, policy changes, endorsements, and carrier communications.
• Maintain strong relationships with insurance carriers and underwriting partners.
• Deliver exceptional service and responsiveness to affluent clientele.
• Maintain accurate documentation and account records within the agency management system.
• Collaborate with internal team members to ensure a seamless client experience.

Skills, Knowledge and Expertise

Qualifications

• Active Property & Casualty Insurance License.
• Experience servicing Personal Lines insurance accounts.
• Prior High-Net-Worth Personal Lines experience strongly preferred.
• Strong understanding of complex personal insurance programs.
• Excellent communication, organizational, and relationship management skills.
• Ability to manage multiple priorities while maintaining a high level of service.

Preferred Experience

• High-Net-Worth Personal Lines accounts
• Luxury residences and secondary homes
• High-value personal property schedules
• Fine art, jewelry, wine, and collections coverage
• Umbrella and excess liability programs
• Household employee Workers Compensation
• Watercraft and yacht insurance
• Flood and excess flood insurance
• Executive and specialty liability coverages

Technology

• Experience with AMS360 preferred
• Applied Epic experience welcomed

Benefits

Benefits

• Competitive compensation package
• Employer-paid health insurance
• 401(k) with company match
• Paid Time Off
• Private office environment
• Professional and collaborative workplace
• Opportunity to join a growing and highly respected insurance organization

Why Consider This Opportunity?

This position offers the opportunity to work with sophisticated clients, complex insurance programs, and a highly regarded agency known for delivering exceptional service. The organization is investing in growth and seeks professionals who want to build long-term careers serving the High-Net-Worth marketplace.