Top Tech Jobs & Startup Jobs in Austin, TX

Oversee regional investment branch operations and compliance, ensuring adherence to company policies and regulatory requirements. Identify and mitigate risks, monitor branch performance, support sales teams with compliance strategies, prepare management reports, and collaborate with compliance and risk teams. The role requires financial-services branch supervision experience, FINRA registrations, a Texas insurance license, strong regulatory knowledge, and periodic travel.

Process and report routine insurance claims, maintain claim logs, monitor claim status and adjuster performance, coordinate with clients, producers, managers, adjusters, and carriers, and escalate issues as needed. The role requires strong communication, organization, Microsoft Office proficiency, and a Texas Property and Casualty license or attainment within 90 days.

Manages commercial banking customer relationships, builds and maintains a profitable loan portfolio, develops prospect relationships, monitors borrower repayment ability, coordinates loan requests, and advises associate relationship managers. The role requires at least three years of lending experience, strong communication skills, Microsoft application proficiency, and preferably a bachelor's degree with accounting coursework.

Build and manage long-term commercial customer relationships, grow and maintain a target loan portfolio, originate and refer lending opportunities, monitor credit quality, collaborate with loan teams, and coach associate relationship managers to deliver excellent customer service.

Manages and grows a portfolio of wealth management clients, develops financial plans, recommends investment, insurance, and banking solutions, reviews portfolios, and delivers coordinated client proposals. The role emphasizes relationship management, financial advice, regulatory compliance, business development, and exceptional customer service. Required qualifications include a relevant bachelor's degree or equivalent experience, securities and insurance licensing or the ability to obtain licenses within 120 days, strong organization, communication skills, and Microsoft application proficiency.

Support producers and account executives by servicing commercial insurance accounts: analyze quotes, review policies, handle policy service and billing, collect underwriting data, assist in renewals and proposals, and maintain account documentation and relationships.

Serve as primary advisor for a client portfolio, develop financial plans, recommend tailored investment, insurance, and banking solutions, collaborate with internal partners, deliver client presentations, and grow client relationships while ensuring compliance and excellent client service.

Build and maintain commercial customer relationships, grow and monitor a target loan/portfolio, prospect and call potential clients, coordinate loan requests with internal teams, monitor credit quality, and mentor associate relationship managers.

Support producers and account managers by learning insurance products, preparing proposals, assisting client appointments and renewals, providing customer service, and working toward required insurance licenses through training and mentoring.

As a Producer - Life Advisor, you'll sell life insurance by identifying client needs, conducting meetings, and collaborating with colleagues to provide insurance solutions. You will also address client claims and maintain production reports.