Barton Creek Private Client Personal Insurance/Lines Account Manager
Listed on 2026-01-07
-
Insurance
Insurance Sales, Insurance Agent, Property Insurance
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
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
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
.
- 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.
- 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.
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
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