Private Client Personal Lines Account Manager

Whorton Insurance Services; Austin (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Wellness resources

Job summary

Whorton Insurance Services is seeking a Private Client Personal Lines Account Manager for a full-time hybrid role in Austin, Texas. In this position, you'll manage a portfolio of high-value clients, ensuring exceptional service and tailored insurance solutions to meet diverse needs.

The ideal candidate will possess strong account management skills, knowledge of personal insurance, and a Property & Casualty License. Flexible work from home options are available.

Qualifications

• Proficiency in Account Management and Customer Service to maintain and grow strong client relationships.
• Knowledge of Personal Insurance products 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 required.
• Previous experience in private client services or high-net-worth accounts is preferred.
• Proficient with Vertafore/AMS360.

Responsibilities

• Oversee a portfolio of high-value personal lines clients.
• Deliver exceptional customer service and proactively manage insurance needs.
• Service and grow our Private Client book of business through policy reviews, renewals, and handling inquiries.
• Coordinate with carriers to provide tailored insurance solutions.
• Maintain strong client relationships and identify cross-selling opportunities.

Skills

Account Management

Customer Service

Personal Insurance Knowledge

Communication Skills

Problem-solving Skills

Organizational Skills

Insurance Certification

Experience with High-net-worth Accounts

Proficient with Vertafore/AMS360

Education

Property & Casualty License

Job description

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 required
• Previous experience in private client services or high‑net‑worth accounts is preferred
• Proficient with Vertafore/AMS360

Flexible work from home options available.