Barton Creek Private Client Personal InsuranceLines Account Manager

Whorton Insurance Services

Austin, TX

JOB DETAILS
SKILLS
Billing, Communication Skills, Cross-Selling, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Dental Insurance, Develop and Maintain Customers, Documentation, Health Insurance, High Net Worth, High School Diploma, Identify Issues, Insurance, Marketing, Microsoft Office, Negotiation Skills, Presentation/Verbal Skills, Problem Solving Skills, Resolve Customer Issues, Sales Management, Sales Prospecting, Team Player, Vision Plan, Writing Skills
LOCATION
Austin, TX
POSTED
Today

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 WhortonInsurance 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

About the Company

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Whorton Insurance Services