Proof of Insurance Advisor (Hybrid, Austin)

Internationalinsuranceprofessionals; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive culture

Career growth opportunities

Job summary

Marsh, a global risk and insurance services leader, is seeking a Client Insurance Advisor in Austin, TX. This hybrid role requires in-office presence at least three days per week and an active Property & Casualty broker license to support client-facing activities and policy verification.

You will prepare COIs, auto ID cards, and other proof-of-insurance documents, while partnering with underwriting, billing, and policy administration teams.

Qualifications

• 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
• 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 escalate appropriately

Responsibilities

• Prepare, verify, and issue proof-of-insurance documents, including COIs and Auto ID cards
• Enhance client service by serving as a trusted advisor across multiple touchpoints
• Deliver professional, timely, and client-friendly communications
• Validate policy details against internal systems and address variances
• Collaborate with underwriting, billing, and policy administration teams to resolve discrepancies
• Audit issued COIs to ensure accuracy and correct errors as needed
• Maintain documentation, templates, 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

Skills

Client service

Communication

Broker license

ACORD forms

Excel

CRM tools

Policy administration systems

Risk management

Attention to detail

Time management

Education

Bachelor's degree

Tools

Policy administration systems

CRM tools

MS Office/Excel

Job description

Marsh, a global risk and insurance services leader, is seeking a Client Insurance Advisor in Austin, TX. This hybrid role requires in-office presence at least three days per week and an active Property & Casualty broker license to support client-facing activities and policy verification.

You will prepare COIs, auto ID cards, and other proof-of-insurance documents, while partnering with underwriting, billing, and policy administration teams.