Barton Creek Private Client Personal Insurance/Lines Account Manager

Combined Agents of America, LLC; Austin (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Full benefits package

Training & development

Collaborative team

Advancement opportunities

Job summary

Whorton Insurance Services in Austin, TX is seeking a Barton Creek Private Client Personal Lines Account Manager to serve high-net-worth clients with a personalized, high-touch approach.

You will collaborate with Producers and Account Executives to manage a client book, conduct annual reviews, and support renewals and carrier communications. The role blends client service with strategic coverage planning in a hybrid setting.

Qualifications

• Experience managing large personal lines accounts for high-net-worth clients.
• Strong written and verbal communication skills.
• Ability to work effectively in a team and coordinate with producers.

Responsibilities

• Manage a personal lines book of business for high-net-worth clients with autonomy.
• Conduct annual reviews and present coverage recommendations.
• Collaborate with Producers on client strategy, renewals, and marketing efforts.
• Oversee policy changes, renewals, and internal documentation.
• Serve as primary contact for clients, addressing questions and billing issues.
• Maintain carrier relationships and negotiate on behalf of clients when needed.
• Identify new business opportunities and cross-sell where appropriate.

Skills

High-net-worth clients

Customer service

Communication

Team collaboration

Education

High school diploma

AA or college degree preferred

Tools

Agency management systems

Microsoft Office

Job description

About Whorton Insurance Services

Whorton Insurance Services is a well-established, independent insurance agency based in

About Whorton Insurance ServicesWhorton 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.

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