Barton Creek Private Client Personal Insurance/Lines Account Manager

Barton Creek Private Client Personal Lines Account Manager

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.

Key Responsibilities

• 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.

Qualifications

• Required: Experience managing large personal lines accounts and working with high-net-worth clients. 25 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.

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

Compensation: $45,876.90 - $80,000.00 per year