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, based in Austin, TX, is seeking a Barton Creek Private Client Personal Lines Account Manager. The role focuses on affluent personal lines, delivering high-touch service and maintaining client relationships with carriers and internal teams. The...Private client
- 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
$65k
Private Client Personal Lines Account ManagerSince 1972, Whorton Insurance has been a trusted partner to clients across local, national, and global markets... ....We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with...Private clientFull timeLocal areaRemote workWork from home- ...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
- ...Private Client Associate Account Executive The Private Client Associate Account Executive provides day-to-day account servicing support... ...policy paperwork and attach documents in the agency management system for lines such as Workers' Compensation, Flood, E&S, Farm &...Private client
- ...A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant...Private client
- ...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
$145k - $165k
...provider of specialty lines insurance and reinsurance... ...for our outstanding client service, intelligent... ...Senior Underwriter - Management Liability D&O, EPLI... ...The Senior Underwriter, Private Company Management Liability... ...new and renewal accounts for our Private Company...Private clientPrivate practiceWork at office$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
$36.05 per hour
...6.05 - USD36.05 per hour Able to independently manage books and financial activity Experience juggling multiple clients, entities or competing priorities is highly desirable... ...High-net-worth individual, family office or private-client experience is a plus, but NOT required...Private clientHourly payWork at office- ...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
- ...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
$200k - $300k
...Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ...level to join our growing firm! A Private Client Services Director provides federal tax... ...or related field Proven ability to manage, mentor, and develop staff Strong relationship...Private clientImmediate startFlexible hours- ...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 clientFull time
- ...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
- DLA Piper seeks a Director for Global Private Markets to drive strategy and coordinate efforts across practices, sectors, and geographies... ...lawyers, and translate the private markets strategy into client engagement and growth. The role requires strategic thinking, leadership...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
- ...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
- ...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
- ...Officer (TSO) for the Healthcare NFP Higher Education Group. You will manage treasury revenue streams across an assigned portfolio, engage with Not-For-Profit Healthcare and Private Higher Education clients, and lead strategic discussions with C-suite executives. Travel up...Private client
- 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
- 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
- ...TX is seeking a Land Development Division Manager to lead and grow its Central Texas... ...leadership role will own team development, client relationships, business development, project... ...delivery while collaborating with public and private sector clients to support market...Private client
- ...Coordinator to support our sales team and manage online product listings across our... ...records, documentation, and follow-up Support clients with after-sales questions regarding shipping... ...workshop, content studio, and private client spaces. Investment Watches was ranked...Private client
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships across Chase, using a proactive, advice-based approach to grow client balances and revenues...Private client
$95.4k - $180.4k
...change, empowering clients and people to... ...inspires and empowers personal and professional growth... ...integrated Cross-Line of Business... ...family education, risk management, privacy/data... ...Bachelor's degree in accounting or business-related... ...Experience with private client or business...Private clientWork experience placementWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Personal Lines Account Manager. Be the first to apply!
- oncology account manager Austin, TX
- accounts receivable director Austin, TX
- senior account director Austin, TX
- finance accounting manager Austin, TX
- account manager automotive Austin, TX
- provider account manager Austin, TX
- interim accounting manager Austin, TX
- account manager inside sales Austin, TX
- sec reporting and technical accounting manager Austin, TX
- operations account manager Austin, TX


