High-Net Worth Insurance Account Executive

Our client is a well-established boutique insurance agency operating exclusively in the High Net Worth personal lines space. With a strong reputation for delivering white-glove service to affluent individuals and families, they are seeking a seasoned Private Client Account Executive to join their growing team in a newly expanded, in-person office environment.
Compensation

$95,000 – $130,000 base salary | Quarterly & Annual Growth Bonuses
The Opportunity

Working in close partnership with the agency principal, the Private Client Account Executive will manage and grow a sophisticated HNW book of business. This is a high-touch, relationship-driven role for someone who thrives in a fast-paced, detail-oriented environment and genuinely understands the nuanced needs of high-net-worth clientele.
Key Responsibilities

Manage and service an assigned High Net Worth book of business with exceptional attention to detail
Prepare and present new business and renewal submissions including marketing, rating, proposals, applications, and binders through to policy issuance
Conduct thorough, high-level client renewal reviews to support retention and coverage optimization
Create applications, supplemental forms, binders, coverage summaries, BOR forms, certificates, Evidence of Property, and Auto ID cards
Stay current on HNW market trends, product developments, coverage updates, and emerging technologies
Collaborate with and provide support to Private Client Advisor colleagues as needed
Ideal Candidate Profile

Minimum 5 years of dedicated High Net Worth personal lines experience (required)
Active Property & Casualty Insurance License in good standing — NY required
Hands‑on experience with leading HNW carriers including Berkley One, Chubb, Cincinnati, AIG/PCS, PURE, and Vault
Familiarity with wholesale brokers and E&S placement for hard-to-place risks
Proficiency with AMS360 agency management system is a strong asset
Outstanding verbal, written, and presentation skills with a polished, professional approach
Highly organized, self‑motivated, and capable of managing competing priorities in a fast‑paced environment
Comfortable learning and adapting to new tools including AI‑assisted technologies
Genuine commitment to client service excellence and continuous professional development
Base salary: $95,000 – $130,000 (commensurate with experience)
Quarterly and annual agency growth bonuses
Company-paid health, dental, vision, and life insurance
401(k) with full company match
Company-paid AAA membership
Optional in‑house gym membership
Paid holidays and vacation time
Qualified applicants can apply to Melissa Coley at melissacolley@dgacareers.com. If you are working with another DGA Recruiter, please connect with them directly regarding this opportunity.

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