Client Insurance Advisor

Marsh McLennan • Austin, TX

2d • Hybrid

About The Position

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.

Requirements

• Minimum 3 years in insurance administration, risk management, or certificate issuance
• Active Property & Casualty broker license (or ability to obtain within 90 days)
• Understanding of auto insurance policies, coverages, and endorsements
• Awareness of regulations related to proof of insurance (e.g., state laws, ACORD standards)
• Proficiency with policy administration systems, CRM tools, and MS Office (especially Excel)
• Strong written and verbal abilities; able to simplify complex insurance concepts
• Ability to build and maintain strong broker relationships
• Commitment to proactive service, quick issue resolution, and client satisfaction
• Ability to handle high-volume requests with accuracy and composure
• Strong deadline management and documentation skills
• Ability to identify risks and escalate appropriately

Nice To Haves

• ACORD certification or familiarity with ACORD forms preferred
• Bachelor’s degree, preferred
• Experience working with lenders and project‑specific COI requirements
• COI/ID card experience strongly preferred
• Knowledge of lender-specific and project-based certificate standards
• Familiarity with automated COI generation tools and e-signature platforms
• Proven success by improving client service metrics and reducing response times

Responsibilities

• 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 internal systems and addressing variances
• Collaborate with underwriting, billing, and policy administration teams to resolve discrepancies
• Audit issued COIs to ensure accuracy and correct errors as needed
• Maintain complete documentation, templates, standard language, audit trails and compliance checklists
• Stay current on regulatory updates, industry trends, and client service expectations
• Manage escalations related to complex client programs with a solutions-focused approach

Benefits

• Professional development opportunities
• Meaningful work
• Leaders who support your growth
• A vibrant, inclusive culture with talented colleagues and opportunities to make an impact
• Access to a wide range of career paths, benefits, and rewards designed to support your well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level