Bilingual Certificate Processing Assistant

Marsh; Bogotá; Hybrid; COP 20.088.000 - 31.248.000; Vollzeit

Zusammenfassung

Marsh is seeking a detail-oriented Certificate Processing Assistant in Bogota. The role starts in the office and evolves to a hybrid schedule after the initial period, with a focus on processing certificates of insurance, verifying accuracy, and updating records.

You will collaborate with teams and clients, ensuring timely delivery and compliance with regulatory requirements while maintaining data security. A degree and strong English skills are required.

Qualifikationen

• Experience in customer service supporting clients in a fast-paced office environment and handling documents.
• Proficiency with policy administration systems, CRM, MS Office and COI/e-delivery tools.
• Associate or bachelor’s degree required.
• Advanced written and spoken English.

Aufgaben

• Manage and fulfill ad-hoc certificate requests promptly and accurately.
• Verify certificates meet company and regulatory requirements (coverage, dates, insured parties).
• Update and maintain records in Certificates database and related systems.
• Communicate with internal teams and external clients or brokers to resolve discrepancies.
• Ensure timely processing to meet deadlines and client expectations.
• Support continuous improvement initiatives to streamline certificate processing workflows.
• Maintain confidentiality and security of sensitive insurance information.
• Process standard client renewal certificates of insurance timely and accurately.
• Handle end-to-end certificate processing including updates of master templates and distribution.

Kenntnisse

Customer service

MS Office

CRM platforms

Attention to detail

Ausbildung

Associate or bachelor’s degree

Tools

Policy administration systems

CRM platforms

MS Office (Excel)

COI/e-delivery tools

Jobbeschreibung

Company:

Marsh

Description:

We are seeking a detail-oriented and organized individual to join our team at Marsh. This role will be based in Bogota, Colombia and will work the shift from 10:00 AM to 7:00 PM or 11:00 AM – 8:00 PM.

During the first 3 months, the expectation will be in office 5 days a week. Post the 3-month period, the role will be Hybrid, 3 days in office.

The Certificate Processing Assistant role prepares insurance documents on industry-standard forms for our clients and is responsible for reviewing submitted documentation, consulting insurance information, and preparing and distributing the Certificates of Insurance to appropriate parties. This role is critical in supporting our risk management and client service operations by maintaining up-to-date and verified insurance records.

We will count on you to:

• Manage and fulfill ad-hoc certificate requests promptly and accurately
• Verify that all certificates meet company and regulatory requirements, including but not limited to coverage limits, effective dates, and insured parties.
• Update and maintain accurate records in the Certificates database and related systems.
• Communicate with internal teams and external clients or brokers to resolve discrepancies or obtain missing information.
• Ensure timely processing to meet internal deadlines and client expectations.
• Support continuous improvement initiatives to streamline certificate processing workflows.
• Maintain confidentiality and security of sensitive insurance information.
• Receive, review, and process standard client renewal certificates of insurance timely and accurately
• Handle end-to-end certificate processing including updates of master templates, following directions regarding final document aggregation and distribution

What you need to have:

• Experience in customer service supporting clients in a fast-paced office environment, reviewing business documents and identifying relevant information to complete tasks, and working with multiple applications effectively to complete transactions.
• Policy administration systems, CRM platforms, MS Office (Excel), and digital COI/e-delivery tools.
• Associate or bachelor´s degree.
• Advanced written and spoken English.

What makes you stand out:

• 1+ year of experience in the insurance industry, commercial or corporate preferred.
• Familiar with insurance documentation such as endorsements, policies, and certificates.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.