Proof-of-Insurance Advisor - Hybrid Client Service Pro

ООО «ХАГЕМАЕР ГРУПП»; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Marsh in Austin, TX seeks a Proof of Insurance Advisory Specialist to manage and verify proof-of-insurance processes with accuracy and regulatory compliance, serving complex client programs. This hybrid role requires an active Property & Casualty broker license and collaboration with underwriting, billing, and policy administration teams.

You will prepare COIs, Auto ID cards, and other required proofs, communicate with clients across channels, and maintain meticulous documentation while staying

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 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 elevate appropriately

Responsibilities

• Prepare, verify, and issue proof-of-insurance documents, including COIs, Auto ID cards 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)
• Deliver 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

Skills

Insurance administration

Broker license

ACORD familiarity

Written & verbal comms

Education

Bachelor's degree, preferred

Tools

CRM software

MS Office

Excel

Job description

Marsh in Austin, TX seeks a Proof of Insurance Advisory Specialist to manage and verify proof-of-insurance processes with accuracy and regulatory compliance, serving complex client programs. This hybrid role requires an active Property & Casualty broker license and collaboration with underwriting, billing, and policy administration teams.

You will prepare COIs, Auto ID cards, and other required proofs, communicate with clients across channels, and maintain meticulous documentation while staying