13 private client account manager jobs found in Austin

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....

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...

Software Engineer, Data (L 2 )   Austin, TX (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 entrepreneurial spirit. Prioritizing leadership,...

Senior Software Engineer - Full Stack Austin, TX (4 days onsite)  Why Choose Acrisure? Acrisure Innovation is where human expertise meets advanced technology. Acrisure Innovation is part of a fast paced, AI-driven fintech company disrupting the insurance and financial services industry. Our vision for the future is clear: we have limitless potential to achieve unprecedented success. Acrisure is an international leader. We're putting the world's top business and insurance solutions in the hands of successful and sophisticated businesses and individuals. Technology elevates every aspect of our business, ensuring everyone–from our clients to our team members–has what they need to succeed. To perform at the highest levels possible, we need a best-in-class team to support us. Our culture is strong. We are a collaborative company of entrepreneurial, innovative, and talented people who believe in our future. We outthink and outwork the competition. We look...

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,...

Senior Software Engineer, Data (L3)   Austin, TX (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 entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: • Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves • Review experience reporting for accuracy • Collaborate with consultants and account teams to prepare and deliver client financial presentations • Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions • Manage and oversight of underwriting support team • Renew and market carriers for assigned book of business • Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness...

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...

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...