COI Advisory Specialist — Broker-Licensed

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

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.