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High Net Worth Insurance Agent Jobs (NOW HIRING)

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122K - $160K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

Mercer France

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace ... Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement ...

The Jonus Group

Personal Lines Account Manager

Dallas, TX · On-site

$44K - $60K/yr

The ideal candidate will have a strong background in high-net-worth insurance, excellent client relationship skills, and the ability to work collaboratively in a team-oriented environment. This is a ...

Oliver Wyman

High Net Worth Account Manager

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace ... Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement ...

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High Net Worth Insurance Agent information

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How much do high net worth insurance agent jobs pay per year?

As of Sep 13, 2026, the average yearly pay for high net worth insurance agent in the United States is $65,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $77,000.00 per year, depending on experience, location, and employer.

What is a high net worth insurance agent?

A High Net Worth Insurance Agent is a specialized insurance professional who works with clients possessing significant assets and wealth. They provide tailored insurance solutions that address the complex needs of affluent individuals and families, such as coverage for luxury homes, valuable collectibles, high-end vehicles, and liability risks. These agents have expertise in risk management and often work closely with other advisors, like financial planners and attorneys, to ensure comprehensive protection for their clients’ wealth.

How does a high net worth insurance agent collaborate with underwriters and risk managers to tailor coverage for affluent clients?

High Net Worth Insurance Agents work closely with specialized underwriters and risk managers to design customized insurance solutions that address the unique and complex needs of affluent clients. This collaboration often involves detailed risk assessments, on-site evaluations of valuable assets, and discussions about unique exposures such as art collections, luxury homes, and custom vehicles. Agents act as liaisons, ensuring that all parties communicate effectively to provide comprehensive coverage, manage claims efficiently, and proactively address emerging risks. By maintaining strong relationships with underwriters and risk management teams, agents can offer clients superior service and more flexible policy options.

What are the key skills and qualifications needed to thrive as a high net worth insurance agent, and why are they important?

To thrive as a High Net Worth Insurance Agent, you need deep knowledge of insurance products, risk assessment, and financial planning, typically supported by relevant licensing (such as a state insurance license) and experience in personal lines or wealth management. Familiarity with client management systems, underwriting software, and sometimes certifications like Certified Insurance Counselor (CIC) or Chartered Private Risk and Insurance Advisor (CPRIA) is important. Exceptional relationship-building, discretion, and strong communication skills set top performers apart in this role. These skills are critical for providing tailored solutions, maintaining client trust, and managing the complex needs of affluent individuals.

What is the difference between High Net Worth Insurance Agent vs Commercial Insurance Agent?

AspectHigh Net Worth Insurance AgentCommercial Insurance Agent
CredentialsLicenses in personal lines, specialized knowledge in high-value assetsLicenses in commercial lines, expertise in business policies
Work EnvironmentPrivate client meetings, personalized serviceBusiness client consultations, risk assessment for companies
Employer & IndustryInsurance agencies serving wealthy individualsInsurance agencies serving businesses and organizations

High Net Worth Insurance Agents focus on providing personalized coverage for wealthy individuals' assets, while Commercial Insurance Agents specialize in insuring businesses. Both roles require specific licenses and industry knowledge, but their client base and work environment differ significantly.

What cities are hiring for High Net Worth Insurance Agent jobs?

Cities with the most High Net Worth Insurance Agent job openings:

What are popular job titles related to High Net Worth Insurance Agent jobs?

For High Net Worth Insurance Agent jobs, the most frequently searched job titles are:

High Net Worth Insurance Agent jobs near you

High-Net-Worth Tax Supervisor / Manager

Manhattan, NY

77 consultants
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$120K - $160K/yr

Full-time

Re-posted yesterday

Key responsibilities

  • Oversee complex tax engagements from planning to final delivery.

  • Prepare, review, and manage tax returns, extensions, and tax planning calculations.

  • Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, and corporations.

Job description

We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities.

 The ideal candidate will possess profound expertise in high-net-worth tax compliance, reviews, planning, advisory services, client relationship management, staff supervision, and practice development.

 This role requires managing engagements from initial assessment to final execution, directly interfacing with clients, tax department partners, team members, and regulatory bodies.

Candidates based in New York or New Jersey are strongly preferred; however, qualified applicants from other regions in the United States are also encouraged to submit their applications.

**Key Responsibilities:**

- Oversee complex tax engagements throughout the entire process, from planning to final delivery.

- Ensure accuracy and timeliness of tax projects and deliverables, meeting client expectations.

- Develop an in-depth understanding of each client’s business operations, investment portfolios, family structures, and tax obligations.

- Prepare, review, and manage tax returns, extensions, tax planning calculations, and associated deliverables.

- Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, corporations, and related entities.

- Create and review sophisticated tax-planning projections for high-net-worth clients and business entities.

- Manage critical client deadlines, filing requirements, engagement timelines, and deliverables.

- Prepare and review complex U.S. federal, multistate, and international income tax returns, ensuring compliance with relevant regulations.

- Review returns for various structures including C corporations, S corporations, partnerships, consolidated, and nonconsolidated entities.

- Conduct intricate tax research and draft technical memoranda to document findings and conclusions.

- Liaise with the IRS and state tax agencies regarding audits, inquiries, and other tax-related matters.

- Communicate effectively with clients, colleagues, firm leadership, and government representatives.

- Delegate responsibilities to team members while providing technical accounting and tax guidance.

- Oversee staff work and play a pivotal role in the development of junior and intermediate tax professionals.

- Facilitate new-hire training, ongoing professional development, and career counseling.

- Contribute to business development efforts by engaging with prospective clients, assessing client needs, and preparing fee estimates and proposals. - Enhance the firm’s tax software, internal protocols, and engagement workflows.

- Participate in consulting engagements and special projects as requested by clients or firm leadership.

- Report directly to the partners of the tax department and take direction accordingly.

**Qualifications:**

- Active CPA designation or Enrolled Agent credential.

- Bachelor’s or Master’s degree in Accounting.

- A minimum of 5 years of public accounting experience.

- Experience at the Tax Supervisor, Tax Manager, or a comparable level.

- Previous experience in high-net-worth individual tax services.

- Proven track record working with wealthy individuals, families, and related entities.

- Expertise in preparing or reviewing complex individual and trust income tax returns.