20 client relationship leader jobs found in Austin

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 talented individual to join our Surplus Lines Tax 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 Surplus Lines Tax Manager, you will lead a team of Tax Advisors, overseeing day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will collaborate closely with client-facing and market-facing colleagues, as well as senior leadership, to ensure accurate surplus lines tax filings, regulatory compliance, and continuous process improvement across assigned jurisdictions. We will count on you to: Lead and oversee the Surplus Lines Tax team, providing ongoing mentoring, coaching, and performance evaluation to support professional development and high-quality output. Manage daily surplus lines tax operations, implementing processes and policies to optimize...

Job Title:  Client Service Associate Comp:  $26.00-$30.00 per hour Location :  900 S Capital of TX Hwy, Austin, TX Workplace Type: Hybrid Employment 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.   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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job purpose: The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient administrative workflow. This role is responsible for managing client...

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.   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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. 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...

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...

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.   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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. 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...

Job Title: Director of Operations – Retirement Plan Services Compensation: $95,000-$100,000 salary plus 15-20% yearly discretionary bonus Location: Austin, TX (Hybrid) Department: Operations Reports To: Senior Vice President of Operations Job Type: Full-Time Working Hours: 8:00am-5:00pm CST (Monday-Friday) 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. 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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: The Director of Operations is responsible for leading and optimizing core operational functions...

Description This role is primarily remote in the state of Texas (Central Texas) except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual...

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...

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.   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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. 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...

About Specialty Program Group-Wholesale:   SPG Wholesale is the wholesale division of Specialty Program Group, combining five of our legacy wholesale brands (Monarch E&S, Beacon Hill Associates, Specialty Wholesale Insurance Solutions (SWIS), Capitol Special Risk and JDM & Associates) into one unified platform.  Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group, a division of HUB International, offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.   Responsible for developing, managing, marketing, underwriting, and sustaining...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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...

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...

Company: Marsh Description: We are seeking a talented individual to join our BCS Training, QA and Project Delivery 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- Training, QA, and Project Delivery, you will provide senior leadership for quality assurance, training, continuous improvement, and project management across insurance operations. You will design and execute the quality and training strategy, build and lead high-performing QA and training teams, and partner with business leaders to ensure regulatory compliance, strong control environments, and exceptional client experience. You will also drive enterprise-wide continuous improvement initiatives, leveraging data, analytics, and best-in-class quality methodologies. We will count on you to: Develop and execute an enterprise-wide quality assurance and training strategy that...

WTW Producers make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. They aggressively develop and manage active pipelines, call on existing and potential clients, conduct in-depth analysis/risk assessments and present information on how organization’s superior strategic resources and capabilities can address their concerns.  If working for a global market leader that provides state of the art tools, resources and support to secure and retain clients is something that excites you, apply today. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Primary accountability for creating and executing a business strategy to penetrate the Austin market in obtaining completely new Health and Benefits (H&B) clients of the company; retain and grow revenue with clients once...

Job Description Build the future with us Are you driven by excellence in executive support and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As an Executive Assistant , you will play a key role in enabling our C-Suite leaders to focus on strategic priorities by ensuring seamless communication, efficient operations, and trusted coordination. This position is a great opportunity to showcase your organizational and communication skills while realizing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As an Executive Assistant , you’ll be at the core of our mission. Here are the main responsibilities: Act as the primary liaison between the C-Suite, internal teams, and external stakeholders. Manage complex...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business...

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.   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 an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. 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...

As a result of continued growth and expansion in the Austin, TX area , Higginbotham Insurance Agency, Inc is seeking an experienced Loss Control Consultant to support clients in Texas and neighboring states. If you are a committed professional with a passion for delivering unparalleled service, Higginbotham is interested in exploring this opportunity with you. Summary of Responsibilities: Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and respond to insurance carrier loss control recommendations. Participate in presentations with the production team to present loss control solutions and demonstrate added value to prospective clients. Conduct safety assessments focused on the evaluation of site conditions, employee work practices,...