COI & Insurance Proof Specialist – Hybrid (Austin)

US Diversity Job Search; Austin (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Marsh is seeking a Client Insurance Advisor in Austin, TX, a hybrid role requiring in-office presence at least three days weekly. The advisor will manage proof-of-insurance processes with emphasis on accuracy, regulatory compliance, and superior client service for complex programs.

The role requires an active broker license and familiarity with ACORD forms. Collaboration with underwriting, billing, and policy administration teams is essential to resolve discrepancies and deliver excellent

Qualifications

• Minimum 3 years in insurance administration, risk management, or certificate issuance.

Responsibilities

• Prepare, verify, and issue proof-of-insurance documents (COIs, Auto ID cards, etc.).
• Enhance client service as a 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.
• Stay current on regulatory updates and client service expectations.
• Manage escalations for complex client programs with a solutions focus.

Skills

Insurance administration

Broker license

ACORD knowledge

MS Office Excel

Policy administration systems

CRM tools

Communication skills

Regulatory compliance

Client service

Education

Bachelor's degree

ACORD certification

Tools

ACORD forms

e-signature platforms

COI generation tools

Job description

Marsh is seeking a Client Insurance Advisor in Austin, TX, a hybrid role requiring in-office presence at least three days weekly. The advisor will manage proof-of-insurance processes with emphasis on accuracy, regulatory compliance, and superior client service for complex programs.

The role requires an active broker license and familiarity with ACORD forms. Collaboration with underwriting, billing, and policy administration teams is essential to resolve discrepancies and deliver excellent