Teams at The Misch Group

Manage personal lines insurance accounts: service clients, prepare renewal submissions, quote and market personal lines with multiple carriers and wholesalers, bind new coverage, issue policies/certificates/binders, and maintain long-term client relationships while coordinating with producers and agency leadership.

Seek experienced trust and estate attorneys with ~7–10+ years and a portable client book (~$10M+). Provide estate planning, trust administration, advise high-net-worth clients, manage and grow client relationships, coordinate with tax/investment professionals, ensure compliance, and support integration of acquired books and practice transitions.

Manage and service a portfolio of high-net-worth personal lines clients, handling renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Advise on complex coverages (umbrella, valuable articles, household workers comp), document account activity in the agency system, and partner with underwriters and wholesalers to deliver high-touch service.