Client Insurance Advisor

NACBA; Austin, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Inclusive culture

Job summary

Marsh is seeking a Client Insurance Advisor in Austin, TX for a hybrid role. You will prepare and verify COIs and other proof of insurance while delivering proactive client service across multiple channels.

The position requires an active Property & Casualty broker license and familiarity with ACORD forms. You will collaborate with underwriting and billing teams, audit COIs for accuracy, and maintain compliant documentation.

Qualifications

• Active Property & Casualty broker license required.
• Bachelor's degree preferred.
• ACORD certification or familiarity with ACORD forms preferred.

Responsibilities

• Prepare, verify, and issue COIs, Auto ID cards, and other proof of coverage.
• Serve as trusted advisor across touchpoints (phone, email, portal).
• Deliver professional, timely, client-friendly communications.
• Validate policy details against internal systems and address variances.
• Collaborate with underwriting, billing, and policy administration to resolve discrepancies.
• Audit issued COIs for accuracy and correct errors as needed.
• Maintain documentation, templates, and audit trails for compliance.
• Stay current on regulatory updates and client service expectations.
• Manage escalations for complex programs with a solutions-focused approach.

Skills

Broker license

Client service

Communication

Education

Bachelor's degree (preferred)

ACORD certification (preferred)

Tools

ACORD forms

CRM tools

MS Office / Excel

Job description

We are seeking a skilled Client Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week.

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.

We will count on you to:

• 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

What you need to have:

• Minimum 3 years in insurance administration, risk management, or certificate issuance
• Active Property & Casualty broker license (or ability to obtain within 90 days)
• ACORD certification or familiarity with ACORD forms preferred
• Bachelor's degree, preferred
• 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 escalates appropriately

What makes you stand out:

• 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

Why join our team:

• Professional development opportunities, meaningful work, and 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

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 embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

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.