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
- 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
$45.88k - $80k
...Barton Creek. We are licensed in most states and serve clients nationwide. Benefits 401(k) 401(k) matching Company... ...Vision insurance Wellness resources Job Title Barton Creek Private Client Personal Lines Account Manager Department Account Management & Service Location...Private clientWork at officeFlexible hours- ...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... ...Job Title Barton Creek Private Client Personal Lines Account Manager Department Account Management...Private clientWork at officeFlexible hours
- A Combined Agency is seeking a Barton Creek Private Client Personal Lines Account Manager in Austin, TX, to manage high-net-worth clients and provide tailored service. This role focuses on maintaining client relationships, supporting retention efforts, and delivering personalized...Private client
- Combinedagents is seeking a Barton Creek Private Client Personal Lines Account Manager in Austin, TX. The role focuses on managing high-net-worth clients' personal lines, providing high-touch service, and supporting retention efforts. Ideal candidates will have 2-5 years...Private client
$205k - $240k
A global investment management firm seeks an experienced sales professional for the Private Client Group to enhance client relationships and distribute investment strategies. The ideal candidate should have 5+ years in asset management sales, strong analytical and communication...Private client$205k - $240k
...expertise across public and private markets. We invest our clients' capital across a range... ...the U.S. Global Wealth Management (GWM) business, to cover... ...Alternatives, Separately Managed Accounts (SMAs), Exchange‑Traded... .... This is a dedicated line designed exclusively to...Private clientWork at officeFlexible hoursShift work- ...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 Equity Client Coverage to...Private client
$125k - $191k
...Tax Manager - Private Client Services Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client... ...team members. Qualifications Required: Bachelor's degree in Accounting or related field CPA with 5 or more years of experience in...Private clientFlexible hours- ...openings. Submit now to be first in line. Departments:... ...includes, Surety, Condo & HOA) Personal Lines (includes High Net worth... ...Benefits Overview Our Account Managers are trusted advisors who bring... ...expertise, and care to every client interaction. We believe insurance...
- ...We are seeking a Senior Fund Accountant to join our Real Estate Systems... ...), the largest real estate private equity fund administrator by... ...growing environment and providing clients with exceptional services.... ...will have the flexibility to manage your days in support of our...Private clientLocal area
$200k - $300k
...Tax Director - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different... ...or related field Proven ability to manage, mentor, and develop staff Strong relationship...Private clientImmediate startFlexible hours- 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
- ...species, interviews with government agencies and clients, map reviews, land use analysis, and more. Assimilate and manage data. Prepare constraints mapping. Lead field... ...information meetings and hearings. Assist public and private clients with permit coordination, acquisition...Private client
- A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience...Private client
$60k - $200k
...improve their risk management outcomes, modernize... ...World specializes in personal and commercial insurance... .... Commercial Lines Sales Executive (Client Advisor) Position... ...focus on commercial accounts Engage in all sales... ...insurance, high net worth / private client, employee...Private clientBase plus commissionImmediate start- ...lead complex real estate and construction projects across the state—partnering with public, private, and nonprofit clients to deliver with precision and purpose. As a Project Manager, you’ll serve as an owner’s representative throughout every phase of development: pre-...Private clientFor contractors
- ...consulting firm providing a white-glove experience for clients. Industry Management Consulting Type Privately Held About the Role The Company is seeking an... ...receive the highest level of compliance support, in line with the firm's commitment to a white-glove experience...Private clientRemote work
$103.1k - $188.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...opportunity EY's FSO EDGE Private practice provides... ...with your own personal skills and experience.... ...returns, tax research, tax accounting and other tax projects...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance... ...to improve their risk management outcomes, modernize... ...World specializes in personal and commercial... ...Overview World's Personal Lines Client Advisors serve... ...and Private Client accounts Develop relationships...Private clientBase plus commissionImmediate start- ...growing Texas-based civil engineering design, management, and consulting firm seeking an... ...culture, technical expertise, and strong client relationships. Our team delivers civil engineering... ...solutions for both public and private clients throughout Texas. The Project Manager...Private clientFor contractors
- JPMorgan Chase & Co. in Austin, Texas seeks a Private Client Banker who will serve as the primary contact for affluent clients, managing their banking relationships optimally. This role emphasizes client acquisition through a relationship-driven approach. Ideal candidates...Private client
- A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning. You will engage with clients from various backgrounds, ensuring they receive exceptional service...Private client
- A prominent financial institution in Austin is seeking a Private Client Advisor to deliver personalized investment solutions and manage client relationships. Candidates should have at least two years of financial advising experience and must possess various financial licenses...Private client
- TwinThread in Austin, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice to clients... ...and retention, building strong relationships to deliver personalized investment solutions. A valid Series 7 and Series 66 licenses...Private client
- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...integral daily support to Investors in managing client relationships. Additionally,... ...submitting cancel/corrects, making account updates Create mandates for discretionary...Private client
- ...provide a first-class experience to clients within J.P. Morgans U.S. Private Bank. If you have an... ...integral daily support to Investors in managing client relationships. Additionally... ...submitting cancel / corrects, making account updates. Create mandates for discretionary...Private clientFull time
- ...services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial... ...client relationships and offering personalized investment solutions. Candidates should... ...experience, demonstrate client relationship management skills, and possess relevant licenses...Private client
- A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional client support and optimize... ...with Financial Advisors. Responsibilities include managing client accounts, assisting with financial transactions, and supporting marketing...Private client
- JPMorgan Chase & Co. is looking for a Private Client Banker in Austin, Texas. In this role, you will manage the complete banking relationship of affluent clients, focusing on relationship-building and financial education. Your efforts will contribute significantly to client...Private client
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