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Private Client Insurance Jobs in Texas (NOW HIRING)

Texascapitalbank

Sr. Private Client Advisor

Houston, TX · On-site

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...

BDO

Tax Manager, Private Client Services

Dallas, TX

... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

BDO

Tax Manager, Private Client Services

Houston, TX · On-site

... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

BDO USA

Tax Manager, Private Client Services

Dallas, TX · On-site

$120 - $170/hr

... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

BDO

Tax Senior, Private Client Services

Houston, TX · On-site

... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

NACBA

Insurance Account Manager

Austin, TX · On-site

$49 - $91/hr

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices ...

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Private Client Insurance information

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in private client insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

What are popular job titles related to Private Client Insurance jobs in Texas?

For Private Client Insurance jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Private Client Insurance jobs in Texas look for?

The top searched job categories for Private Client Insurance jobs in Texas are:

Private Client Insurance jobs near you
Infographic showing various Private Client Insurance job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Private Client Personal Lines Account Manager

Combinedagents

Austin, TX • On-site

$60 - $80/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Benefits
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Help or transport service
  • Paid time off
  • Training & development
  • Wellness resources
About Whorton Insurance

Since 1972, Whorton Insurance has been a trusted partner to clients across local, national, and global markets. We serve a diverse clientele with expertise in Personal Lines, Commercial Lines, Group Health, and Life Insurance. Grounded in strong business principles, we prioritize trust, reliability, and exceptional service in everything we do. Our mission is simple: to make insurance one less thing our clients have to worry about, so they can focus on what matters most - growing their businesses.

Position Overview

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.

Qualifications
  • 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 a required
  • Previous experience in private client services or high-net-worth accounts is preferred
  • Proficient with Vertafore/AMS360

Flexible work from home options available.

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