Private Client Personal Lines Account Manager

Combinedagents; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Training & development

Job summary

Combinedagents is seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, Texas. The role involves overseeing high-value personal lines clients and delivering exceptional customer service, with flexibility for remote work.

The successful candidate will manage a portfolio, maintain client relationships, and address insurance needs. Strong account management skills and relevant insurance qualifications are essential.

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.

Responsibilities

• Oversee a portfolio of high-value personal lines clients and deliver exceptional customer service.
• Manage insurance needs focusing on servicing and growing Private Client book of business.
• Maintain strong client relationships and identify cross-selling opportunities.

Skills

Account Management

Customer Service

Personal Insurance knowledge

Effective communication

Organizational skills

Education

Insurance certification or licensing (e.g., Property & Casualty License)

Tools

Vertafore/AMS360

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 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.