We are seeking a skilled Proof of Insurance Advisory Specialist 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 coverageEnhance client service by serving as a trusted advisor across multiple touchpoints (phone, email, portal messaging)Delivering professional, timely, and client-friendly communicationsValidate policy details against internal systems and addressing variancesCollaborate with underwriting, billing, and policy administration teams to resolve discrepanciesAudit issued COIs to ensure accuracy and correct errors as neededMaintain complete documentation, templates, standard language, audit trails and compliance checklistsStay current on regulatory updates, industry trends, and client service expectationsManage 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 issuanceActive Property & Casualty broker license (or ability to obtain within 90 days)ACORD certification or familiarity with ACORD forms preferredBachelor’s degree, preferredUnderstanding of auto insurance policies, coverages, and endorsementsAwareness 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 conceptsAbility to build and maintain strong broker relationshipsCommitment to proactive service, quick issue resolution, and client satisfactionAbility to handle high-volume requests with accuracy and composureStrong deadline management and documentation skillsAbility to identify risks and escalate appropriately

What makes you stand out:

Experience working with lenders and project‑specific COI requirementsCOI/ID card experience strongly preferredKnowledge of lender-specific and project-based certificate standardsFamiliarity with automated COI generation tools and e-signature platformsProven success by improving client service metrics and reducing response times

Why join our team:

Professional development opportunities, meaningful work, and leaders who support your growthA vibrant, inclusive culture with talented colleagues and opportunities to make an impactAccess 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 $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.