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Private Client Personal Lines Account Manager

Combined Agents of America

Austin, TX

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JOB DETAILS
SALARY
SKILLS
Business Growth, Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Support/Service, Dental Insurance, Develop and Maintain Customers, Establish Priorities, Health Insurance, High Net Worth, Insurance, Insurance Certifications, Insurance Sales, Licensing, Organizational Skills, Private Client Services, Problem Solving Skills, Requirements Management, Sales Management, Time Management, Training/Teaching, Work From Home
LOCATION
Austin, TX
POSTED
Today
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Help or transport service
  • Paid time off
  • Training & development
  • Wellness resources


About Whorton Insurance
Since 1972, Whorton Insurance has been a trusted partner to clients across local, national, and global markets. We serve a diverse clientele with expertise in Personal Lines, Commercial Lines, Group Health, and Life Insurance. Grounded in strong business principles, we prioritize trust, reliability, and exceptional service in everything we do. Our mission is simple: to make insurance one less thing our clients have to worry about, so they can focus on what matters most - growing their businesses.

Position Overview
We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with flexibility for periodic remote work.

The Account Manager will oversee a portfolio of high-value personal lines clients, deliver exceptional customer service, and proactively manage insurance needs. This role focuses on servicing and growing our Private Client book of business through policy reviews, renewals, handling inquiries, and coordinating with carriers to provide tailored insurance solutions. Key responsibilities include maintaining strong client relationships, identifying cross-selling and rounding opportunities, and ensuring an outstanding client experience.

Qualifications:
- Proficiency in Account Management and Customer Service to maintain and grow strong client relationships
- Knowledge of Personal Insurance products and to effectively manage diverse client requirements
- Understanding of general Insurance principles and practices to guide clients through policy-related inquiries and decisions
- Effective communication and problem-solving skills to provide high-quality service to clients
- Strong organizational skills with the ability to manage multiple accounts and meet deadlines
- Insurance certification or licensing (e.g., Property & Casualty License) is a required
- Previous experience in private client services or high-net-worth accounts is preferred
- Proficient with Vertafore/AMS360

Flexible work from home options available.

Compensation: $65,000.00 per year

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a CAA member agency is a great career choice!

CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

About the Company

C

Combined Agents of America

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