Teams at The Misch Group

Manage personal lines insurance accounts: process policies, issue certificates/binders, prepare renewal submissions, market to carriers/wholesalers, bind new coverage, and maintain strong client relationships to maximize retention.

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.

Serve and advise high-net-worth personal-lines clients: manage renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Identify exposures, recommend complex coverages (umbrella, valuable articles, household workers comp), maintain agency management records, and partner with underwriters and wholesalers to deliver high-touch service.