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Whorton Insurance Services logoWhorton Insurance Services

Private Client Personal Lines Account Manager

Austin, Texas, United States · Hybrid

Mid level

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 Insuranc…

Skills: Account Management, Customer Service, Personal Insurance, Insurance Principles, Problem Solving

Whorton Insurance Services logo

Private Client Personal Lines Account Manager

Whorton Insurance Services

Austin, Texas, United States • Hybrid

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Mid level

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  • Full-time
  • professional certificate
  • 401(k), 401(k) Matching, Competitive salary, Dental insurance, Health insurance, Help or transport service
  • Posted 57d ago
  • ~40 hrs/week

Responsibilities

Oversee a portfolio of high-value personal lines clients by managing renewals, policy reviews, and carrier coordination. Focus on maintaining strong client relationships and identifying opportunities for cross-selling and rounding.

Requirements

Requires a Property & Casualty License and proficiency in Vertafore/AMS360. Previous experience with private client services or high-net-worth accounts is preferred.

Full 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.

Related keywords

Private ClientPersonal LinesAccount ManagerProperty & Casualty LicenseVertaforeAMS360High-Net-WorthInsurancePolicy RenewalsCross-sellingCustomer Experience

About Whorton Insurance Services

LinkedInVisit site

Serving Customers Since 1972

Industry
Insurance
Company size
11-50 employees
Founded
1972
Headquarters
Austin, TX
LinkedIn followers
257

Since 1972, Whorton Insurance has stood for strong business principles: Providing consistent financial stability for its customers - locally, nationally and globally. We believe it's the one thing you should never have to question about your insurer. It's just one of the many reasons Whorton Insurance has become a leading insurance provider for America's apartments, condo associations, office building owners, restaurants/quick-service, manufacturers, mobile food vendors, construction and many other types of businesses. Property and Casualty, Business Auto, Life, Health, Long Term & Short Term Care, 401K

Offices: 11200 Jollyville Rd, Austin, TX 78759, US · 101 E. Old Settlers Blvd, Round Rock, TX 78664, US · 10866 Wilshire Blvd, Suite 1650, Los Angeles, CA 90024, US · 2800 Barton Creek Blvd, Austin, Texas 78735, US · 14630 Falcon Head Blvd, Suite 100A, Bee Cave, Texas 78738, US

Multifamily Risk Management Program and Texas Workers Compensation Insurance GroupLife InsuranceInsuranceProperty InsuranceFinancial ServicesAuto InsuranceHealth Insurance
View all jobs at Whorton Insurance Services

About Whorton Insurance Services

LinkedInVisit site

Serving Customers Since 1972

Industry
Insurance
Company size
11-50 employees
Founded
1972
Headquarters
Austin, TX
LinkedIn followers
257

Since 1972, Whorton Insurance has stood for strong business principles: Providing consistent financial stability for its customers - locally, nationally and globally. We believe it's the one thing you should never have to question about your insurer. It's just one of the many reasons Whorton Insurance has become a leading insurance provider for America's apartments, condo associations, office building owners, restaurants/quick-service, manufacturers, mobile food vendors, construction and many other types of businesses. Property and Casualty, Business Auto, Life, Health, Long Term & Short Term Care, 401K

Offices: 11200 Jollyville Rd, Austin, TX 78759, US · 101 E. Old Settlers Blvd, Round Rock, TX 78664, US · 10866 Wilshire Blvd, Suite 1650, Los Angeles, CA 90024, US · 2800 Barton Creek Blvd, Austin, Texas 78735, US · 14630 Falcon Head Blvd, Suite 100A, Bee Cave, Texas 78738, US

Multifamily Risk Management Program and Texas Workers Compensation Insurance GroupLife InsuranceInsuranceProperty InsuranceFinancial ServicesAuto InsuranceHealth Insurance
View all jobs at Whorton Insurance Services

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