Barton Creek Private Client Personal Insurance/Lines Account Manager

The Private Client Account Manager works closely with Producers and Account Executives to manage a book of business, with a focus on affluent personal lines clients. We specialize in a full range of insurance solutions, including personal, commercial, life , and specialty lines —all backed by a commitment to exceptional service and long-term client relationships .

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Dental insurance
• Free food & snacks
• Vision insurance
• Wellness resources

About Whorton Insurance Services
Whorton Insurance Services is a well-established, independent insurance agency based in Austin, Texas, with additional offices in Round Rock and Barton Creek. While proudly rooted in Central Texas for 50+ years, we are licensed in most states and serve clients nationwide.
 
As a locally owned agency with national reach, we offer the best of both worlds: the personal touch of a neighborhood business and the resources of top-tier insurance carriers. We specialize in a full range of insurance solutions, including personal, commercial, life, and specialty lines—all backed by a commitment to exceptional service and long-term client relationships.
Our culture is built on collaboration, professionalism, and continuous growth. We empower our team members to bring fresh ideas, expand their skills, and make a real impact. If you're passionate about helping others and want to grow in a supportive, high-performing environment, Whorton Insurance Services is a place where you can thrive.
 
 
Job Title: Barton Creek Private Client Personal Lines Account Manager
Department: Account Management & Service
Location: Austin, TX (hybrid/flexible options may be discussed)
Experience Required: 2–5 years
 
 
Job Summary
The Private Client Account Manager works closely with Producers and Account Executives to manage a book of business, with a focus on affluent personal lines clients. This role provides high-touch service and acts as a key liaison between clients, carriers, and internal teams. You’ll play a critical role in maintaining client relationships, supporting retention efforts, and delivering tailored insurance solutions.
 
 
Key Responsibilities
·         Manage a personal lines book of business for high-net-worth clients with autonomy and discretion.
·         Conduct annual reviews and present recommendations to enhance client coverage.
·         Collaborate with Producers on client strategy, renewals, and marketing efforts.
·         Oversee the execution of policy changes, renewals, and internal documentation.
·         Understand clients' insurance objectives and compare coverage options to fit their needs.
·         Serve as the primary point of contact for clients, addressing questions, resolving issues, and troubleshooting claims or billing problems.
·         Maintain strong carrier relationships; negotiate on behalf of clients when necessary.
·         Identify new business opportunities and cross-sell additional products when appropriate.
 
 
Qualifications
·         Required: Experience managing large personal lines accounts and working with high-net-worth clients.
·         2–5 years of experience in an insurance Account Management role.
·         Strong verbal and written communication skills.
·         Proven customer service and problem-solving abilities.
·         Proficient in Microsoft Office and agency management systems.
·         Ability to work effectively in a team-oriented environment.
·         High school diploma required; AA or college degree preferred.
·         Active Texas General Agent License and up-to-date with all CE credits.
 
 
Why Join Whorton Insurance 
When you join Whorton Insurance Services, one of the largest and fastest-growing, locally owned insurance agencies in Texas. We offer a diverse, challenging work environment with real opportunities for advancement, financial growth, and professional development.
 
 
What We Offer
·         Competitive compensation and performance incentives
·         Full benefits package (medical, dental, vision, 401(k), etc.)
·         Ongoing professional training and development
·         A supportive and collaborative team environment
·         Opportunities for career advancement in a growing organization