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Whorton Insurance Services · 5 months ago

Barton Creek Private Client Personal Insurance/Lines Account Manager

Austin, TX 78759

Full-time

Hybrid

Entry, Mid Level

$46K/yr - $80K/yr

2+ years exp

Whorton Insurance Services is a well-established, independent insurance agency based in Austin, Texas, specializing in a full range of insurance solutions. The Private Client Account Manager will manage a book of business focused on affluent personal lines clients, providing high-touch service and acting as a liaison between clients and internal teams.

Financial ServicesInsurance

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

Qualification

Personal lines account managementHigh-net-worth client experienceTexas General Agent LicenseCustomer service skillsMicrosoft Office proficiencyProblem-solving abilitiesTeam-orientedVerbal communication skillsWritten communication skills