10 financial analyst lead jobs found in Austin, TX

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...

Job Description Manager, Administrator & Obligor Accounting (AO) ______________________________________________________________________________ Build the future with us Are you driven by continuous improvement and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Manager, Administrator & Obligor Accounting , you will play a key role in the planning and overseeing of the administrator/obligor accounting activities in areas such as process improvement, quality assurance, and accounting/reporting operations. This position will be pivotal in ensuring that our processes are well controlled, scalable and designed to meet our clients’ needs.   In this role you will develop, implement, and maintain strategies to improve operations efficiency and will be responsible for overall department management and oversite. Additionally, you will provide knowledge and...

Job Title: Client Success Manager Location: Remote Classification:   Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm 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. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large...

Strategic Data Analyst, Growth & Placement Austin, TX | Grand Rapids, MI (Onsite 4 days per week) Note: This is a full-time role. We do not offer C2C or C2H employment and are not able to sponsor visas for this position. About Acrisure Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human expertise together, we connect clients with customized solutions across 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. The Role Acrisure's Growth & Placement Analytics team supporting the executive leadership of our North America Insurance business operates at the intersection of data and business strategy, translating complex data...

Job Description Build the future with us We are seeking an Account Executive, with extensive experience within the Power Sports and Automotive industry 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...

Job Description Senior Risk Analytics & Portfolio Strategist Build the future with us Are you driven by data-powered decision-making and eager to contribute to a company that helps its clients feel confident and secure about their future? As a  Senior Risk Analytics & Portfolio Strategist , you will play a critical role in advancing data-driven loss control, underwriting, pricing, and portfolio management strategies across vehicle service contracts, GAP, and ancillary products. This role combines advanced analytics, actuarial expertise, and strategic business leadership to improve profitability, optimize reserves, enhance risk selection, and support long-term portfolio growth. You will partner closely with Product, Claims, Sales, Finance, Actuarial, and IT teams while leveraging automation, AI, and advanced analytics to improve operational efficiency, reporting accuracy, and decision-making. This position is an excellent opportunity to showcase your analytical...

SUMMARY: The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to...

Position Summary:  The Commercial Lines Senior Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up for receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

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 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...