Private Client Personal Lines Account Manager
Whorton Insurance Services
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 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 Whorton Insurance Services
- 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
- The Opportunity: The Captive Account Manager will support management of a portfolio of captive clients and work in unison with other members of the Global Captive Solutions Team. The ideal candidate would have a bachelor’s degree in Business, Risk Management or Accounting...Private clientInternshipWork at officeRemote work
- ...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
$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
- ...compliance services. You will prepare federal and state tax returns, develop cutting edge ideas to lower taxes, and collaborate with clients and team to meet deadlines while staying current on tax legislation. RSM offers a competitive benefits package, flexible scheduling...Private clientFlexible hours
- ...Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead engagements, mentor staff, and coordinate with cross-functional teams...Private clientLocal area
- ...strategic advisory services in a collaborative team environment. The role involves preparing federal and state tax returns, staying current on tax legislation, and contributing to innovative tax strategies that reduce clients’ overall tax burden. #J-18808-Ljbffr RSM US LLPPrivate clientFlexible hours
- ...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
- ...Responsibilities: - Represent emerging growth companies including start-ups, venture capital funds, and private equity investors in corporate transactions - Advise clients on venture capital financings - Counsel founders, executives, boards of directors, and venture...Private client
$70.4k - $84k
...world of change, empowering our clients and people to realize their... ...empowers you to thrive both personally and professionally. There’s no... ..., estates, trusts and private foundations Developing strong... ...Qualifications: Bachelor’s degree in accounting or business-related field...Private clientWork experience placementLocal area$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$10k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage... ...more. You will report to the Inside Sales Manager who will make sure you have the... ...Canadian clients * Review prospects' personal financial situation and provide solutions...Private clientWork at office- ...an experienced and relationship-focused Client Advisor to join our growing sales team in... ...Comfortable developing new business and building a personal client network Able to communicate... ...center, content studio, and private client spaces. We buy, sell, trade, authenticate...Private client
- ...security and risk management firm supporting multinational... ...high-net-worth clients. MAX combines... ...build strategic accounts across Texas and... ...strategic corporate and private-sector clients.... ...through personal network, direct outreach... ...multiple MAX service lines and expand...Private clientWork at office
$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 11... ...luxury real estate agents, private client advisors, or premium practice...Private clientImmediate start- ...Position: Tax Partner - Private Client Services (PCS) Baton... ...largest and fastest growing accounting and advisory firms in... ...the flexibility to manage your days in support... ...As the largest service line within the firm,... ...employees to grow, both personally and professionally. With...Private clientLocal area
$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 11... ...for everyone. As Director of Client Enrollment, you will own one campus...Private clientFull timeLive inWork at officeImmediate startRemote workVisa sponsorship- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment... ...platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds, driving strategic...Private client
- SmartBank in Wisconsin is seeking a Private Client Specialist to support our Private Banking team and deliver personalized, high-touch service to clients. You will act as a... ...handle banking requests, product support, account servicing, and assist with loan applications...Private client
$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine... ...be among the top 20 largest accounting and consulting firms in the nation... ...multi entity high net worth clients and family offices. Lead... ...enhances Armanino's brand in the private client and family office...Private clientContract workWork at officeLocal areaFlexible hours$127.9k - $291.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...marketplace. EY's FSO EDGE Private practice provides... ...designed with your own personal skills and experience.... ...Bachelor’s degree in Accounting, Finance, Business Administration...Private clientPrivate practiceSummer holidayLocal areaFlexible hours- BOK Financial, a leader in private wealth services, seeks a Trust Officer... ...III to administer complex personal trust, custody, and IRA accounts. You will collaborate with Portfolio Managers, external advisors, and internal teams to meet client goals, while maintaining...Private client
$150k - $175k
Aon's Private Risk Management Group is hiring for an Associate Regional... ...results for our clients by delivering innovative... ...services customized personal risk management... ...team of client facing Account Executives and Broker... ...experience in personal lines insurance and risk management...Private clientFull timeTemporary workPart timePrivate practiceWork at officeLocal area- ...at a scale that works for our clients, with highly experienced... ...interdisciplinary expertise and portfolio management. Primarily responsible for... ...portfolios, brokerage accounts, deposit and loan / mortgage... ...with at least seven years in private banking preferred Required: Bachelor...Private clientImmediate startDay shift
- A leading financial institution in Austin, TX is seeking a Private Client Banker to provide exceptional service and build relationships with clients. This role requires a strong ability to understand client needs, educate them about banking solutions, and exceed expectations...Private client
$150k - $165k
2027 Global Private Bank Advisor Program (Full-time Associate) - US... ...Business Unit Asset & Wealth Management Posting Date 09/01/2026, 01:... ...private banking, supporting client relationships in our advisor... ...successful Private Banking team, accountable for identifying and managing...Private clientFull timeWork experience placementVisa sponsorship- ...Chase & Co. in Round Rock, TX seeks a Private Client Banker to manage affluent clients' banking relationships, offering advisory services and personalized solutions. You will work closely... ...exceptional service. You will handle account needs, promote self-service options,...Private client
- ...group of planners, engineers, landscape architects, and other support staff on a wide range of planning efforts for public and private clients, including comprehensive plan preparation, mobility, parks and trails planning, and active transportation initiatives. #J-1880...Private clientInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Personal Lines Account Manager. Be the first to apply!
- hvac account manager Austin, TX
- information technology account manager Austin, TX
- account manager inside sales Austin, TX
- account manager insurance Austin, TX
- account director Austin, TX
- industrial account manager Austin, TX
- account manager outside sales Austin, TX
- real estate accounting manager Austin, TX
- senior digital account manager Austin, TX
- health account manager Austin, TX

