What are the responsibilities and job description for the Barton Creek Private Client Personal Insurance/Lines Account Manager position at A Combined Agency?
Benefits
Whorton Insurance Services is a well-established, independent insurance agency based in Austin, Texas, with additional offices in Round Rock and Barton Creek. While proudly rooted in Central Texas for 50 years, we are licensed in most states and serve clients nationwide.
As a locally owned agency with national reach, we offer the best of both worlds: the personal touch of a neighborhood business and the resources of top-tier insurance carriers. We specialize in a full range of insurance solutions, including personal, commercial, life, and specialty lines—all backed by a commitment to exceptional service and long-term client relationships.
Our culture is built on collaboration, professionalism, and continuous growth. We empower our team members to bring fresh ideas, expand their skills, and make a real impact. If you're passionate about helping others and want to grow in a supportive, high-performing environment, Whorton Insurance Services is a place where you can thrive.
Job Title: Barton Creek Private Client Personal Lines Account Manager
Department: Account Management & Service
Location: Austin, TX (hybrid/flexible options may be discussed)
Experience Required: 2–5 years
Job Summary
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
When you join Whorton Insurance Services, one of the largest and fastest-growing, locally owned insurance agencies in Texas. We offer a diverse, challenging work environment with real opportunities for advancement, financial growth, and professional development.
What We Offer
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Dental insurance
- Free food & snacks
- Vision insurance
- Wellness resources
Whorton Insurance Services is a well-established, independent insurance agency based in Austin, Texas, with additional offices in Round Rock and Barton Creek. While proudly rooted in Central Texas for 50 years, we are licensed in most states and serve clients nationwide.
As a locally owned agency with national reach, we offer the best of both worlds: the personal touch of a neighborhood business and the resources of top-tier insurance carriers. We specialize in a full range of insurance solutions, including personal, commercial, life, and specialty lines—all backed by a commitment to exceptional service and long-term client relationships.
Our culture is built on collaboration, professionalism, and continuous growth. We empower our team members to bring fresh ideas, expand their skills, and make a real impact. If you're passionate about helping others and want to grow in a supportive, high-performing environment, Whorton Insurance Services is a place where you can thrive.
Job Title: Barton Creek Private Client Personal Lines Account Manager
Department: Account Management & Service
Location: Austin, TX (hybrid/flexible options may be discussed)
Experience Required: 2–5 years
Job Summary
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.
- Required: Experience managing large personal lines accounts and working with high-net-worth clients.
- 2–5 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.
When you join Whorton Insurance Services, one of the largest and fastest-growing, locally owned insurance agencies in Texas. We offer a diverse, challenging work environment with real opportunities for advancement, financial growth, and professional development.
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
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
Salary : $45,877 - $80,000