32 client service manager jobs found in Austin

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown  is seeking a  Commercial Lines Account Manager  to join our growing team in  Austin, TX! The Commercial Lines Account Manager provides support to Producer/Account Executive in obtaining, maintaining, expanding and servicing commercial lines accounts. How You Will Contribute: Oversee expiration and binder logs to ensure timely renewal of all coverage. Review renewal documents and ensure accurate information is provided to Producers. Manage the renewal cycle, including updates on location, vehicle, driver, and other schedules. Coordinate with Producers to obtain updated Executive Summaries for renewals. Prepare submissions for marketing or incumbent carriers and submit necessary renewal information. Negotiate renewal terms and review quotes from incumbent carriers. Review Renewal Proposals and...

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...

Job Title: Operations Specialist – Recordkeeping Services Location: Austin, TX (Hybrid) Compensation:   $70,000-$75,000 plus 6% yearly discretionary bonus Department: Operations Reports To: Client Services Manager 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. 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 Operations Specialist supports the day-to-day operational functions of a financial services firm specializing in retirement plan recordkeeping. This role serves as a versatile...

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...

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...

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...

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...

WHO WE ARE: Acrisure Enterprise Technology Group is where human expertise meets advanced technology. A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.   In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. THE OPPORTUNITY: The Operations Coordinator supports day-to-day business operations of the Enterprise Technology Group by ensuring processes run efficiently, resources are properly allocated,...

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 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...

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...

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...

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 Description Accountant Build the future with us! Are you driven by purpose and eager to contribute to a company that helps clients feel confident and secure about their future? As an Accountant, your mission is to safeguard financial integrity and empower confident decisions that shape a secure future for our clients. This position is a great opportunity to showcase your skills and fully realize 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: Prepare bank, investment, and intercompany notes daily and month-end reconciliations, including related journal entries Participate with other teams and departments to monitor outstanding checks for resolution or escheatment Perform cash funding analysis and funding transfers, and support forecasting for multiple entities using several...

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...

Location(s) Austin, Texas Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:  Full-Time with Benefits   Work Arrangement:  Field Role Career and Opportunity Kemper is a diversified insurance holding company that has been in business for over 100 years. We are firmly committed to serving the insurance needs of modest-income...

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...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware...