Client Insurance Advisor, Austin

Client Insurance Advisor
We are seeking a skilled Client Insurance Advisor to join our team at Marsh.
This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week.
The Proof of Insurance Advisory Specialist manages and verifies proof-of-insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs.
This role requires an active broker license to support client-facing activities and policy verification.
We will count on you to:
Prepare, verify, and issue proof-of-insurance documents, including Certificates of Insurance (COIs), Auto ID cards (digital and physical) 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)
Delivering 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
What you need to have:
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 escalate appropriately
What makes you stand out:
Experience working with lenders and project-specific COI requirements
COI/ID card experience strongly preferred
Knowledge of lender-specific and project-based certificate standards
Familiarity with automated COI generation tools and e-signature platforms
Proven success by improving client service metrics and reducing response times
Why join our team:
Professional development opportunities, meaningful work, and leaders who support your growth
A vibrant, inclusive culture with talented colleagues and opportunities to make an impact
Access to a wide range of career paths, benefits, and rewards designed to support your well-being
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.