Barton Creek Private Client Personal Insurance/Lines Account Manager

About the role

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

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

• 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.
• Prioritization of customer service and problem-solving abilities.
• Proficiency 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.

Benefits

• 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