HNW Personal Lines Account Executive
$95k - $120kThe Misch Group
Job Description
Job Description
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.
- 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.
- 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.
Vacancy posted 22 days ago
Similar jobs that could be interesting for youBased on the HNW Personal Lines Account Executive in Hauppauge, NY vacancy
$95k - $130k
...PRIVATE CLIENT ACCOUNT EXECUTIVE High Net Worth | Personal Lines | New York Metro Area Our client is a well-established, boutique insurance agency operating... ...Executive will manage and grow a sophisticated HNW book of business. This is a high-touch, relationship...High net worthWork at officeDGA Careers
Bay Shore, NY2 days ago$80k - $120k
...Job Description Job Description 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...High net worthFull timeWork at officeMonday to FridayThe Misch Group
Hauppauge, NY3 days ago$90k - $110k
...International. We currently have an opportunity for a Senior Account Executive to join our Personal Lines team in our New York (NY), Melville (NY), Berkeley... ...relationships Must have experience working with HNW carriers Chubb, Pure, Cincinnati, Berkley One, and AIG...High net worthFull timeWork experience placementInternshipWork at officeLocal areaFlexible hoursHUB International
Melville, NY1 day ago- ...Job Description Job Description Personal Lines Account Manager / Team Manager role! Independent Retail Insurance Agency in Long Island, NY is seeking a dynamic and experienced Personal Insurance Account Manager or Personal Lines Manager. The successful candidate...High net worth
Bing Recruitment
Islandia, NYmore than 2 months ago $120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge... ...and service an assigned high‑net‑worth (HNW) book of business. Prepare new business... ...and providing backup support to other account managers. Apply strong problem‑solving...High net worth$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...High net worth- ...Job Description Private Client Account Executive Job Summary Seeking an experienced and detail-oriented Premier Private Client... ...~ Experience: ~5+ years of high-net-worth personal lines experience with a minimum of 3 years working with accounts...High net worthRelocation packageShift work
The Jonus Group
Hauppauge, NY1 day ago - An established industry player is seeking a service-oriented individual to join their dynamic team. The role requires a hands-on approach and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will possess strong communication skills, ...High net worth
- ...a service-oriented individual with high personal standards for ethical conduct and a hands... ...prepare new business proposals for personal lines prospects and assisting writing producer... ..., and claims. Review clients existing accounts for coverage recommendations. Partake in...High net worth
- ...combine the resources of a large independent agency with the personalized service and close relationships that only a family-owned... ...to grow, we're seeking an experienced Senior Personal Lines Account Executive to join our Personal Insurance team. This is an excellent...High net worth
$60k - $70k
...agency offers employees the opportunity to build long-term careers within a close-knit, team-oriented environment. The Personal Lines Account Executive will join a seven-person team, reporting directly to Barbara. This is a newly created position due to company growth...Base plus commissionPermanent employmentTemporary workMonday to FridaySolomon Page
West Sayville, NY4 days ago- ...Competitive salary Health insurance Paid time off A fast paced Suffolk County Insurance Agency is seeking an experienced personal lines customer service representative. Ideal candidate should be able to multi task and possess excellent writing and communication...
Folks Group LLC
West Sayville, NY4 days ago - ...Personal Lines Account Executive - Full-time Location: Sayville, NY Required Qualifications: Personal Lines Account Executive experience within an agency. Familiarity with AMS 360 & Vertafore management systems is a plus. Experience with E&S Carriers...Full time
FutureRecruit
Sayville, NY1 day ago - ...construction, transportation, fine art, and renewable energy. The Account Executive Officer (AEO), Inland Marine will partner with agents and... ...relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products...Full timeLocal area
$78k - $85k
...matters, your work has purpose, and your potential has no limits HUB is the place for you. Account Executive II We are looking for an Account Executive II to join our Personal Lines team on a hybrid work schedule. Job Purpose We are seeking an Account Executive to...Work experience placementLocal area- ...What comes afterward happens together. Sr Account ExecutiveIslandia, NY11749Posted: 04/01/... ...'re looking for a motivated Account Executive to join our Enterprise Sales Team. In this... ...propositionDemonstrates exceptional follow-through skills and personal driveSolid computer skills including...
$102k - $138k
...mattersRequirements* CPA, EA and Master's degree are pluses* 3-10 years of recent public tax experience with HNW individuals and mid-sized businesses* Proficient with a multitude of accounting software, Word, and Excel; CCH a plusJob TypeDirect HireCompensation102000 - $138000High net worthWork at officeFlexible hours- ..., and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and #J-18808-Ljbffr...High net worth
001 Manufacturers and Traders Trust Co
Hauppauge, NY5 days ago $75k
...looking for a seasoned staffing sales professional for our office in Islandia, New York! Accurate Personnel is hiring for an Account Executive! This individual will be responsible for driving direct sales of both temporary and direct-hire staffing solutions. The ideal...Temporary workWork at officeLocal areaMonday to FridayAccurate Personnel
Islandia, NY29 days ago$108k
...by helping small businesses succeed and earn residual commissions for retaining your clients through strong account management Perform virtual and in-person presentations to prospects Build strong client relationships working within a wide variety of industries,...Work at officeHome officeHibu
Hauppauge, NY4 days ago$100k
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products...Local areaSlice Merchant Services
Nesconset, NY3 days ago- As an Account Executive at BridalLive part of the Fullsteam organization, you will be a key driver of the organization's growth by specializing in new logo software and services sales in our international market. Responsibilities and Duties: • Identify and prospect...Contract workWork at officeBrentwood, NY9 days ago
$70k
...all work. Location: Edgewood, NY Job Overview The Account Executive - Uniforms works to strategically target potential customers... ...Demonstrated intermediate skills with the standard features of various personal computer word processing and spreadsheet software (Microsoft...Work at officeFlexible hoursNight shiftVESTIS
Brentwood, NY3 days ago$75k - $95k
...projects, ensuring safety and efficiency at all times. 3. Utilize your knowledge of casing, down hole hammer, and hollow bar in the execution of projects. 4. Prepare detailed schematics and project schedules, ensuring all stakeholders are informed of project progress....Permanent employmentFor subcontractorLocal areaJobot
Islandia, NY5 days ago- Berkley One seeks a Field Property Claims Adjuster to handle complex personal lines claims for high-net-worth clients. This role requires traveling to cover a Northeast territory; residency in NJ, NY, CT or RI is preferred to support territory success. You will evaluate...High net worth
- Berkley One is seeking a Field Property Claims Adjuster to manage complex personal lines property claims, including high-net-worth cases, with emphasis on timely and professional resolutions. The role covers travel across a Northeast territory and requires residence in...High net worthFull time
$75k - $80k
Position Overview We are seeking a client-focused and detail-oriented Personal Lines Account Manager to support the day-to-day servicing of personal insurance accounts. This role is responsible for handling client inquiries, processing policy changes, supporting claims...Full timeTemporary workWork at officeLocal areaFlexible hours- Patriot Growth Insurance Services in Bohemia, NY is seeking a Personal Lines Account Manager focused on day-to-day servicing of personal insurance accounts. You will handle client inquiries, process policy changes, support claims, and maintain accurate records to ensure...
$89.8k - $148.3k
...indemnity, and yacht coverage for small and mid-size businesses. The Account Executive (AE), Ocean Marine will partner with agents and brokers to... ...relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products...Full timeLocal area- ...Account Manager- Commercial Lines Insurance Mount Sinai, NY Superior Insurance Partners is a rapidly growing insurance brokerage platform specializing in commercial lines, personal lines, and employee benefits solutions for businesses and individuals across the...Full timeWork at officeLocal areaImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Personal Lines Account Executive. Be the first to apply!
