Marsh McLennan · 1 day ago
Manager - Insurance Operations (Proof of Insurance)
Austin - Lakeline
Full-time
Hybrid
Senior Level
5+ years expMarsh is a global leader in risk, reinsurance, and capital management consulting, and they are seeking a talented individual to join their Proof of Insurance Advisory team. In this hybrid role, the POI Advisory Manager will lead the team, ensuring efficient management of proof of insurance processes, supervising client-facing activities, and collaborating with various stakeholders to enhance service delivery and operational excellence.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Supervise daily operations of the Proof of Insurance Advisor team, ensuring timely preparation, verification, and issuance of Certificates of Insurance (COIs), Auto ID cards, and other required proof of coverage
Monitor team performance against key metrics such as client satisfaction, issuance accuracy, response times, and expiration management, implementing corrective actions and process improvements as needed
Provide coaching, training, and development to advisors on COI/Auto ID requirements, best practices, compliance standards, and client service excellence
Serve as the escalation point for complex client issues and discrepancies, coordinating with underwriting, billing, policy administration, lenders, and external partners to resolve matters efficiently
Maintain and enhance templates, standard language, compliance checklists, audit procedures, and documentation practices to ensure consistency, regulatory compliance, and robust audit trails
Collaborate with cross-functional teams to streamline workflows, integrate digital and automated COI generation tools and e-signature platforms, and lead proactive communication to manage client and broker expectations
Qualification
Required
Active property and casualty broker license (or equivalent state license) required, or the ability to obtain within 90 days of hire
Strong knowledge of auto insurance policies, coverages, endorsements, COI formats, lender/client requirements, and regulatory standards (e.g., ACORD)
Proficiency with policy administration systems, CRM platforms, Microsoft Office (including Excel), and digital COI/e-delivery tools, with demonstrated ability to manage high-volume, complex requests accurately and on time
Preferred
Bachelor's degree preferred and a minimum of 5+ years of insurance experience, including at least 3 years in a supervisory or leadership role
Experience interfacing with lenders and managing project-specific COI requirements for complex client programs
Familiarity with automated COI generation and e-signature technologies, and a track record of driving process improvements that enhance efficiency, compliance, and client satisfaction
Exceptional leadership, communication, and problem-solving skills, with a proven ability to motivate teams, influence stakeholders, and maintain composure in a fast-paced, high-volume environment
Benefits
Professional development opportunities
Interesting work
Supportive leaders
Vibrant and inclusive culture
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
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2025-10-17
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