Private Client Personal Lines Account Manager

Whorton Insurance Services•Austin, TX

1d•$65,000•Hybrid

About The Position

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.

Requirements

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.
Proficient with Vertafore/AMS360.

Nice To Haves

Previous experience in private client services or high-net-worth accounts is preferred.

Responsibilities

Oversee a portfolio of high-value personal lines clients.
Deliver exceptional customer service.
Proactively manage insurance needs.
Service and grow the Private Client book of business through policy reviews, renewals, and handling inquiries.
Coordinate with carriers to provide tailored insurance solutions.
Maintain strong client relationships.
Identify cross-selling and rounding opportunities.
Ensure an outstanding client experience.