Barton Creek Private Client Personal Insurance/Lines Account Manager

Whorton Insurance Services

Barton Creek Private Client Personal Insurance/Lines Account Manager

Austin, TX
Full Time
Paid
  • Responsibilities

    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