Client Insurance Advisor

Marsh & McLennan Companies Inc

Austin, United States
On-site
Client-facing activities
Policy verification
Trusted advisor role
Manage and verify proof-of-insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs

Job Summary

  • Manage and verify proof-of-insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs.
  • Prepare, verify, and issue proof-of-insurance documents, including Certificates of Insurance (COIs), Auto ID cards, and other regulatory or lender-required proof of coverage.
  • Stay current on regulatory updates, industry trends, and client service expectations, managing escalations with a solutions-focused approach.

Matching Summary

Manage and verify proof-of-insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs.

Skills & Requirements

Must-have

  • Client-facing activities
  • Policy verification
  • Trusted advisor role
  • Timely and client-friendly communications
  • Resolve discrepancies with teams

Nice-to-have

  • Proactive service
  • Quick issue resolution
  • Client satisfaction focus
  • Handle high-volume requests

Key Requirements

  • Minimum 3 years in insurance administration
  • Active Property & Casualty broker license
  • ACORD certification or familiarity
  • Bachelor’s degree preferred
  • Understanding of auto insurance policies
  • Proficiency with policy administration systems

Work Rights

Not specified

Tailored Resume

Cover Letter