Teams at The Misch Group

Manage a portfolio of high-net-worth personal lines clients, serving as the primary service contact and trusted insurance advisor. Review coverage programs, identify risks and gaps, recommend solutions, coordinate renewals and policy changes, communicate with carriers, and maintain accurate account records. The role requires strong relationship management, knowledge of complex personal insurance programs, and an active Property and Casualty license. Experience with affluent clients, specialized coverage, AMS360, or Applied Epic is preferred.

Provides estate planning, trust administration, and private client legal services for high-net-worth individuals, families, and business owners. Manages and expands portable client relationships, coordinates with tax and investment professionals, supports practice and book integrations, and ensures legal, ethical, and fiduciary compliance. The role is suited to attorneys with substantial trust and estate experience and significant client assets or relationship value.

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.