4 client development specialist jobs found in Austin, TX

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 Continuous Improvement Specialist to join the Marsh team in Austin, TX. This hybrid role requires at least three in‑office days per week. You will lead process optimization across insurance operations—claims, underwriting, policy administration, and client services—using Lean Six Sigma, process mapping, data analysis, and root‑cause problem‑solving to reduce cycle time, improve quality, and enhance customer experience. We will count on you to: Analyze end-to-end operations • Map current-state (AS‑IS) processes and identify bottlenecks, waste, and defects. • Define target-state (TO‑BE) processes aligned with business goals and regulatory requirements. Lead continuous improvement initiatives • Manage a portfolio of improvement projects, including scope, timelines, and benefits. • Apply Lean, Six Sigma, Kaizen, and BPM to diagnose issues and implement solutions. Drive data‑based decision making • Collect and...

Who We Are.   At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.     As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.     What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for...

Description Summary: The Treasury Management Area Sales Manager is responsible for managing a team of Sales Advisors and Sales Specialists within a defined region.  Duties and Responsibilities: Work with the Sales Director and/or Sales Manager in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.  Provide leadership; mentorship; and communicating direction and group strategy to the Sales Advisors and Sales Specialists in order to meet established Treasury Management goals.  Responsible for sales prospecting, product pricing and structuring, and customer proposals.  Develop and maintain profitable and quality cash management relationships with the largest and most complex customers.  Maintain and manage to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Execute a partnership...