High Net Worth Personal Lines Account Executive
On-site New York Full-time Mid-level Account Executive
At a glance
Mid-level Account Executive role at The Misch Group. New York · full-time.
In listing
RoleAccount Executive
SeniorityMid-level
LocationNew York
WorkplaceOn-site
EmploymentFull-time
PostedJun 24, 2026 · 3mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage a portfolio of affluent personal-lines clients and handle their ongoing account needs
- Review coverage arrangements to uncover gaps, exposures, and risk-management opportunities
- Run renewals, policy updates, endorsements, remarketing, and coordination with carriers
- Explain umbrella, valuable articles, household workers compensation, and specialty coverage to clients
- Record account work in the agency management system while coordinating with teammates and market partners
What you bring
- An active New York Property and Casualty license is required
- You have serviced high-net-worth personal-lines accounts before
- You can communicate confidently with clients about complicated coverage decisions
- You work independently in a fast-moving office and need limited direction
- Experience with AMS360 is preferred, with Applied Epic also relevant
Who this fits
This role suits someone comfortable advising affluent households and handling sensitive, complicated insurance accounts with little ramp time. You will work in the office on Long Island Monday through Friday, from 8:30 AM to 5:00 PM. The position centers on client and carrier coordination in a high-touch service setting.
From the employer
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.
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.
- 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.
- 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.
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