Private Client Personal Lines Account Manager
Combinedagents
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. #J-18808-Ljbffr Combinedagents
- 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...Private clientFull timeWork from homeFlexible hours
- 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...Private clientFull timeRemote work
- ...in most states and serve clients nationwide. As a locally... ...best of both worlds: the personal touch of a neighborhood business... ..., life , and specialty lines —all backed by a... ...can thrive. Barton Creek Private Client Personal Lines Account Manager Department: Account Management...Private clientWork at officeFlexible hours
- 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,...Private client
- ...in Austin, TX serving the high net worth personal lines market. We formed after the 2025... ...redefining what it means to offer a personalized client insurance experience and building the... ...unparalleled client experience. The incumbents are private-equity-backed shops squeezing margins...Private clientWork at office
- ...firm, partnering with clients to solve the world’s most... ...and construction managers and other professionals... ...Air Permitting Client Account Manager to join our Air... ...the Environment Business Line. This hybrid role can... ...partner with public- and private-sector clients to create...Private clientFull timeLocal areaWorldwideFlexible hours
- Sellers Hub in Austin, TX is seeking a Private Client / High Net Worth Personal Lines advisor to own the household relationship end to end with technology leverage. You will prospect, advise, and place the full personal risk picture for high net worth families, up to family...Private clientBase plus commissionWork at office
- Private Client / High Net Worth Personal Lines (home, auto, umbrella, scheduled items) Austin, Texas. In-market, referral-driven advisory role. About the... ...panel Develop and work your centers of influence: wealth managers, real estate agents, luxury builders, CPAs, mortgage...Private clientBase plus commissionWork at office
- ...In both the public and private sectors our teams help identify... ..., solve, mitigate, and manage critical environmental issues to help clients achieve a more... ...seeking a strategic Client Account Director/ Regional Leader... ...protection, meeting the personal needs of its people and...Private clientLocal area
- High Net Worth Personal Lines Producer Austin, Texas The company An AI... ...ultra high net worth household clients Advise families on their... ...and place coverage across the private client carrier panel Develop... ...centers of influence: wealth managers, real estate agents, luxury...Private clientWork at officeImmediate start
$160k - $215k
Client Account Manager - Environmental Compliance focused Full-time State/Province: Texas Business... ...AECOM Technical Services Inc Business Line: Environment Work Location Model: Hybrid... ...new opportunities in the public and private sectors. Leverage an existing book of...Private clientFull timeContract workLocal areaWorldwideFlexible hours$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...Private clientFlexible hours- ...while leading engagements and mentoring staff. The role requires 5+ years in public accounting or family office taxation, CPA/EA/JD, and strong communication skills. A diverse client base and opportunity for growth are offered with a discretionary bonus potential. #J...Private clientWork at office
- ...VC-backed, AI-native P&C insurance brokerage in Austin, TX, is hiring its first experienced producer cohort to serve high-net-worth clients. You will prospect, build risk profiles, create proposals, and close deals while shaping the technology we build. You’ll work...Private client
- Able to independently manage books and financial activity Experience juggling multiple clients, entities or competing priorities is highly desirable Strong critical thinker... ...High-net-worth individual, family office or private-client experience is a plus, but NOT required...Private clientWork at officeLocal area
- .... Submit now to be first in line.Departments:Commercial Lines... ...includes, Surety, Condo & HOA) Personal Lines (includes High Net... ...Employee BenefitsOverviewOur Account Managers are trusted advisors who bring... ...expertise, and care to every client interaction. We believe insurance...
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private client
$141k - $290k
...Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large...Private clientImmediate startFlexible hours$141k - $290k
...is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance... ...compliance, planning and consulting at a public accounting firm. Required Qualifications Bachelor’s degree...Private clientFlexible hours- ...seeks an experienced leader to run the Private Client program, a concierge acquisition service... ...systems; growing and leading a team; managing the budget; and expanding retail and institutional... ...buyer engagements. You will personally manage clients through intake to close,...Private client
- TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas. You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs. This...Private client
- JPMorgan Chase & Co. in Austin seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will help individuals and families meet their financial goals with tailored solutions and the latest digital...Private client
- PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet...Private clientWork at office
- Teal Energi is partnering with a private client to hire a Regional Sales Manager who will lead and develop a team of Outside Sales Representatives across a defined territory in the United States. This role drives profitable revenue growth, strengthens key customer relationships...Private client
- JPMorgan Chase is seeking a Private Client Banker in Austin, Texas. In this role, you will provide exemplary service to affluent clients while managing their complete banking relationships. The position demands strong relationship-building skills and financial product knowledge...Private client
- ...Family Owned Auto Hand Wash & Detail in Austin is seeking a detail assistant to support the finishing stage of private-client auto detailing. You will work outdoors alongside our team to ensure every car is spotless and customer-ready. The position is a 25-hour-per-week...Private clientFull timeDay shift
- ...Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships. The ideal candidate will have a... ...offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialPrivate client
$200k
...cost you something: a number, a manager's approval, a commission. Here... ...answer is the job. Alpha is a private K-12 school network. Students... ...on-site job at one campus, in person, every day, in one of 12... ...luxury real estate agents, private client advisors, or premium practice...Private clientFull timeLive inWork at officeLocal areaImmediate startRemote workVisa sponsorship- ## Private Credit Investors Summer InternApply: Austin, Texas: Full time: Posted Today: R0... ...investment platform of AllianceBernstein. AB-PCI manages $26+ billion of capital and advises... ...investment services to institutional clients, retail investors, and private-wealth clients...Private clientFull timeSummer workInternshipSummer internshipFlexible hours
$250k
...to grow and run our Private Client program, a concierge... ...and leading a team; managing the program's budget;... ...the program. You will personally manage clients and walk... ...market-leading business line. Responsibilities... ...effectively, and hold the team accountable to production and...Private clientFull timeWork at office
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