High-Net-Worth Personal Lines Account Executive (Premier)
On-site New York Full-time Mid-level Account Executive
Mid-level Account Executive role at The Misch Group. New York · full-time · $80,000–$120,000 base.
SalaryStated by The Misch Group
$80,000 – $120,000
Base salary for this role, in USD per year, as published in the posting.
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage service for a portfolio of high-net-worth personal lines clients and act as their main contact
- Review insurance programs for gaps and guide clients toward suitable risk and coverage options
- Handle renewals, policy updates, endorsements, and communications with carriers
- Build relationships with carriers and underwriters while providing responsive service
- Keep account records accurate and coordinate with internal teams for a smooth client experience
What you bring
- Hold an active Property & Casualty insurance license and personal lines servicing experience
- Bring high-net-worth personal lines experience and a strong grasp of complex insurance programs
- Communicate clearly, stay organized, manage relationships, and balance competing priorities
Who this fits
You’ll fit this role if you enjoy advising affluent individuals and families on complex personal coverage while providing attentive service. The job is full-time and fully in-office in Long Island, Monday through Friday. AMS360 experience is preferred, while Applied Epic experience is welcomed
From the employer
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.
Responsibilities
Candidates with experience involving the following will be highly regarded:
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.
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.
- 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.
Candidates with experience involving the following will be highly regarded:
- 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
- Experience with AMS360 preferred
- Applied Epic experience welcomed
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