Insurance Process Client Support Analyst

Marsh Mclennan; Bogotá; Hybrid; COP 30,000,000 - 50,000,000; Full time

Job summary

Marsh is seeking a detail-oriented Insurance Process and Client Support Analyst to join our Bogota team. The role focuses on preparing insurance documents, reviewing submissions, and distributing Certificates of Insurance to clients and brokers. You will work in-office initially, then move to a hybrid schedule with partial in-office days.

You should have strong English, customer service experience, and familiarity with policy administration systems, CRM, and MS Office.

Qualifications

• Experience in customer service within a fast-paced office environment.
• Familiar with policy administration systems, CRM platforms, and MS Office.
• Associate or bachelor’s degree.
• Advanced written and spoken English.

Responsibilities

• Process ad-hoc certificate requests promptly and accurately.
• Verify certificates meet coverage, dates, and insured parties.
• Update and maintain certificates database and related systems.
• Communicate with teams and clients to resolve discrepancies.
• Ensure timely processing to meet deadlines and client expectations.
• Support continuous improvement of certificate workflows.
• Maintain confidentiality of sensitive information.
• Review renewal certificates in a timely and accurate manner.
• Handle end-to-end certificate processing including template updates and distribution.

Skills

Customer service

CRM platforms

MS Excel

English fluency

Education

Associate or Bachelor's degree

Tools

Policy administration systems

CRM platforms

MS Office

Job description

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 Insurance Process and Client Support Analyst 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, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan 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 McLennan 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 McLennan 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.