Hybrid: Broker-Licensed Client Insurance Advisor

Marsh Agency; Austin (TX); Híbrido; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Marsh in Austin, TX is seeking a Client Insurance Advisor for a hybrid position, requiring in-office presence at least three days per week. You will manage proof-of-insurance processes, COIs, and ID cards while delivering proactive client service and ensuring regulatory compliance.

A broker license is required or obtainable within 90 days. You will collaborate with underwriting and policy teams to resolve discrepancies, audit COIs for accuracy, and maintain thorough documentation and templates.

Formación

• 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.
• Understanding of auto insurance policies, coverages, and endorsements.

Responsabilidades

• Prepare, verify, and issue COIs, Auto ID cards, and other insurance proof documents.
• Serve as trusted advisor across touchpoints (phone, email, portal messaging).
• Deliver professional, timely, client-friendly communications.
• Validate policy details against internal systems; 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 industry trends.
• Manage escalations with a solutions-focused approach.

Conocimientos

Client service

Attention to detail

Communication skills

Regulatory compliance

Problem solving

Educación

Bachelor’s degree (preferred)

Herramientas

CRM tools

Policy administration systems

MS Office (Excel)

Descripción del empleo

Marsh in Austin, TX is seeking a Client Insurance Advisor for a hybrid position, requiring in-office presence at least three days per week. You will manage proof-of-insurance processes, COIs, and ID cards while delivering proactive client service and ensuring regulatory compliance.

A broker license is required or obtainable within 90 days. You will collaborate with underwriting and policy teams to resolve discrepancies, audit COIs for accuracy, and maintain thorough documentation and templates.