14 financial analyst jobs found in Austin, TX

Data Analyst , Data Intelligence   Austin, TX or Grand Rapids, MI (Onsite 4 days per week)   Note: This is a full-time   role   and we do not offer C2C or C2H employment and are not able to sponsor visas for this position.     About Acrisure      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...

Job Description Claims Processor L1     Build the future with us Are you driven by delivering exceptional customer service and eager to contribute to a company that helps its clients feel confident and secure about their future? As a Claims Processor L1 , you will play a key role in supporting our contract holders and dealer partners by accurately adjudicating claims and ensuring a smooth, supportive customer experience. 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 As a Claims Processor L1 , you’ll be at the core of our mission. Here are the main responsibilities: Answer at least 40 inbound calls per day from technicians, customers, and dealer partners Gather all...

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 an Employee Benefits Account Executive to join our growing team in Austin, TX!   The employee benefits account executive will be responsible for acting as the senior strategic advisor and relationship owner for complex, high‑profile employee benefits clients, leading benefits strategy, advanced funding analysis, and long‑term cost‑containment planning. This role independently manages sophisticated accounts, serves as the escalation point for complex issues, oversees and mentors account teams, and partners with producers to drive client retention, growth, and new business opportunities. How You Will Contribute:   Act as the senior strategic advisor and relationship owner for complex and high-profile employee benefits clients. Lead benefits strategy, funding analysis, vendor selection,...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

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 purpose-driven...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Job Description Build the future with us We are seeking a Sales Account Executive that would join our Sales Team. This role is responsible for building and maintaining relationships with clients, understanding their needs, and providing tailored warranty solutions by marketing our products to dealerships that enhance their business operations. In this position, you will play a crucial role in expanding our customer base and driving revenue growth. You will be responsible for identifying, pursuing, and closing new business opportunities as well as implementing process/procedures and assisting in claims. 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. We are looking for someone that is based either in West Texas or Utah As a Account...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members’ life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to...

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 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....

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Title: Manager, Carrier Relationship Location:  Austin, TX (Hybrid)  Reporting to:  V.P. of Business Development & Partnerships About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home. About the Role:  The Carrier Relationship Manager is responsible for building, managing, and expanding relationships with insurance carrier partners. This role owns the carrier strategy end-to-end, including identifying coverage gaps, sourcing and onboarding new carriers, and negotiating commission structures and incentive programs. The ideal candidate brings a mix of strategic thinking, relationship management, 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...