6 captive consultant jobs found in Austin

Job Title: Relationship Manager Location: Austin, TX (Hybrid) Compensation:   $72,000-$76,000 Incentive Compensation:   7.5% of servicing client revenue Reports to: VP of Institutional Advisory & ERISA Governance Schedule:  8:00am-5:00pm (M-F) Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team....

Company: Marsh Description: We are seeking a skilled Corporate Tax & Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week. As part of our Operations team, you’ll help ensure surplus lines placements are fully compliant while supporting brokers and internal partners across complex transactions. We will count on you to: • Partner with client‑facing and market‑facing teams to review escalations and confirm surplus lines placements are compliant before binding • Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit • Guide colleagues on placement workflows to support on‑time, accurate filings • Build and maintain relationships with regulators across assigned jurisdictions • Serve as the primary contact for escalations, audits, and regulatory inquiries • Stay current on state statutes, regulatory changes, and...

Company: Marsh Description: We are seeking a skilled Client Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week. The Proof of Insurance Advisory Specialist manages and verifies proof‑of‑insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs. This role requires an active broker license to support client-facing activities and policy verification . We will count on you to: Prepare, verify, and issue proof-of-insurance documents, including Certificates of Insurance (COIs), Auto ID cards (digital and physical) and other regulatory or lender-required proof of coverage Enhance client service by serving as a trusted advisor across multiple touchpoints (phone, email, portal messaging) Delivering professional, timely, and client-friendly communications Validate policy details against...

Company: Marsh Description: We are seeking a talented individual to join our Proof of Insurance Advisory team at Marsh. This role will be based in Austin, TX.  This is a hybrid role that has a requirement of working at least three days a week in the office. As a POI Advisory Manager, you will lead and oversee the Proof of Insurance Advisor team, ensuring accurate, efficient, and compliant management of proof of insurance processes for complex client programs. You will supervise client-facing activities, guide policy verification and issuance, and act as the escalation point for complex issues while partnering with brokers, clients, carriers, vendors, lenders, and internal departments to drive superior service and operational excellence. We will count on you to: Supervise daily operations of the Proof of Insurance Advisor team, ensuring timely preparation, verification, and issuance of Certificates of Insurance (COIs), Auto ID cards, and other required proof of...

Job Title:  Tax Services Manager Comp: $90,000-$110,000 plus 15% discretionary yearly bonus Location:  Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor:  JoAnn Hicks About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high net worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining...

Company: Marsh Description: We are seeking a talented individual to join our BCS Proof of Insurance team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. As the BCS Leader-Proof of Insurance, you will provide senior leadership and strategic direction to a large, multi-location Proof of Insurance Advisory and Production team spanning onshore and offshore locations. You will oversee the accurate, efficient, and compliant delivery of proof of insurance for complex client programs globally, while driving operational excellence, regulatory adherence, and superior client and broker service. You will also lead the design of scalable processes, tools, and training that support consistent service and performance across all geographies. We will count on you to: Lead and oversee a large, geographically dispersed Proof of Insurance team, ensuring consistent and timely...