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Private Client Insurance Jobs in Texas (NOW HIRING)

Accountant Bookkeeper

Beaumont, TX ยท On-site

$25 - $45/hr

  • Medical

  • Dental

  • Retirement

  • PTO

We have a very well established client looking for an experienced and highly motivated In-House ... Manage insurance policies for the firm, ensuring that all projects and operations are adequately ...

Tax Manager - Private Client Services

Fort Worth, TX ยท On-site

$125K - $191K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Tax Manager - Private Client Services

Midland, TX ยท On-site

$125K - $191K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Tax Manager - Private Client Services

Austin, TX ยท On-site

$125K - $191K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Tax Manager - Private Client Services

Dallas, TX ยท On-site

$125K - $191K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Showing results 41-60

Private Client Insurance information

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 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 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:

Infographic showing various Private Client Insurance job openings in Texas as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Remote job distribution.

Accountant Bookkeeper

Private Client

Beaumont, TX โ€ข On-site

$25 - $45/hr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 7 days ago


Job description

We have a very well established client looking for an experienced and highly motivated In-House Accountant to join their team, as an essential member of their finance department, you will play a key role in managing accounting processes, including cost accounting, invoicing, billing, contract creation, and insurance management. If you're an expert in QuickBooks Online and have a strong background in construction industry accounting, this is an excellent opportunity to contribute to the growth and success of a thriving firm.

They are looking for someone who is not complacent, brings fresh ideas to the table, and strives to make a significant impact in their role. The ideal candidate will have strong interpersonal skills, building positive relationships both with clients and coworkers, and will actively contribute to the success of the business.

Key Responsibilities:

  • Oversee and manage all invoicing processes, ensuring accurate and timely billing to clients.
  • Perform cost accounting functions, tracking project expenses, cost analysis, and budgeting for multiple construction projects.
  • Manage vendor bills, ensuring they are accurate and processed on time.
  • Develop and implement improvements to existing accounting and financial processes within the firm.
  • Proactively resolve billing issues, discrepancies, and financial inconsistencies, ensuring accurate financial reporting.
  • Work closely with senior management to forecast, track, and manage construction project budgets.
  • Maintain and update financial records in QuickBooks Online, ensuring accuracy and completeness.
  • Assist with month-end and year-end financial close processes.
  • Provide support during audits and for any required financial reporting.
  • Draft, review, and manage contracts with clients, vendors, subcontractors, and partners.
  • Manage insurance policies for the firm, ensuring that all projects and operations are adequately covered and in compliance with regulations.
  • Ensure the firm’s accounting practices comply with all relevant tax, legal, and regulatory requirements.
  • Foster strong working relationships with clients and coworkers, maintaining open communication and collaboration.
  • Actively identify areas for improvement in accounting processes and take initiative to make impactful changes.

Qualifications:

  • Strong expertise in QuickBooks Online (required).
  • Minimum 5 years of accounting experience, ideally in the construction industry.
  • Extensive experience in cost accounting, billing, and financial management within the construction sector.
  • Proficient in drafting and reviewing contracts with clients, vendors, and subcontractors.
  • Experience in managing insurance policies for construction projects (preferred).
  • Excellent problem-solving skills and attention to detail.
  • Strong interpersonal skills, with the ability to effectively communicate and collaborate with clients and coworkers.
  • Highly motivated, proactive, and willing to make a difference by actively improving processes.
  • Ability to troubleshoot and resolve accounting discrepancies in a timely manner.
  • Strong organizational and time-management skills, with the ability to handle multiple projects simultaneously.
  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (preferred).

Benefits:

  • Competitive salary
  • Health benefits (medical)
  • Paid time off (PTO)
  • Retirement plan options
  • Opportunity for professional growth and development

Company Description

This firm is a multidisciplinary Design Build firm based in Beaumont, Texas, serving major industrial and commercial clients throughout the Gulf Coast region. For over 30 years, this team has provided structural, civil engineering for projects of all sizes, from complex plant facilities to high-performance buildings. They pride ourselves on technical excellence, client service, and a culture that values teamwork, accountability, and professional growth. Their work meets the highest standards of quality and safety, supported by cutting-edge tools such as AutoCAD, Revit, and BIM 360.