HNW Personal Lines Account Executive

The Misch Group; New York (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

100% employer-paid benefits

Stability in long-term platform

Job summary

The Misch Group in New York is seeking a High-Net-Worth Personal Lines Account Executive to manage a sophisticated client portfolio. This full-time in-office role involves advising affluent households on personal insurance and managing client relationships with confidence.

Responsibilities include overseeing renewals, endorsement management, and risk assessments. Strong communication skills, an active NY Property & Casualty license, and experience with AMS360 are essential for this growth-oriented position. Exceptional candidates can expect a competitive salary and comprehensive employer-paid benefits.

Qualifications

• Active New York Property & Casualty license.
• Experience servicing high-net-worth personal lines.

Responsibilities

• Manage and service a portfolio of high-net-worth personal lines clients.
• Review coverage structures and identify risks.
• Advise clients on complex coverages.

Skills

Client communication skills

Knowledge of complex coverages

High-net-worth personal lines servicing

Tools

AMS360

Applied Epic

Job description

HNW 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.