High Net Worth Personal Lines Account Executive

About the role

This position is with an established, growth‑oriented independent insurance agency in Long Island, NY. The High Net Worth Personal Lines Account Executive will serve affluent households, providing expert advice on complex personal insurance programs and delivering a white‑glove service experience.

Key responsibilities

• Manage and service a portfolio of high‑net‑worth personal lines clients.
• Review coverage structures, identify gaps, and recommend risk‑management solutions.
• Handle renewals, policy changes, endorsements, remarketing, and coordinate with carriers.
• Advise clients on umbrella policies, valuable articles, household workers’ compensation, and specialty exposures.
• Maintain accurate documentation in the agency management system.
• Collaborate with internal teammates, underwriters, and wholesalers to ensure seamless service.

Required profile

• Active New York Property & Casualty license.
• Proven experience servicing high‑net‑worth personal lines.
• Strong client communication skills and confidence discussing complex coverage.
• Ability to thrive in a fast‑moving office with minimal supervision.

Required skills

• Experience with AMS360 software.
• Familiarity with Applied Epic platform.

What we offer

• Competitive base salary $95,000‑$120,000 with potential up to $140,000 for the right fit.
• 100% employer‑paid benefits.
• Growth‑focused environment with meaningful client complexity.
• Stable, long‑term platform and a collaborative, high‑touch culture.