Insurance Operations Specialist III

Company:

Marsh

Description:

We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Insurance Operations Specialist III prepares insurance documents on industry-standard forms for our clients and is responsible for reviewing submitted documentation, consulting insurance information, and preparing and distributing the Certificates of Insurance to appropriate parties.
 

We will count on you to:

• Handle end-to-end standard client renewal process including timely and accurate updates of master templates, following directions regarding final document aggregation and distribution

• Create and manage non-Acord documents as assigned, including endorsement creation, uploads, and swaps

• SME and primary point of contact for a high visibility book of business. Scope of support includes facilitating client calls to proactively support certificate-related items. Support new team members by providing training and answering questions for a book of business. Autonomously support certificates onboarding for new clients, acquisitions, mergers etc. Research client feedback, complete RCA, and provide organized findings to stakeholders

• Support workflow management as needed, act as a liaison/point of contact for the extended team, assist Client Team users in CSI provisioning and navigation, and assist supervisor in supporting COD including provisioning requests, administrative tasks, providing demos, and troubleshooting

What you need to have:

• Experience in customer service supporting clients in a fast-paced office environment, reviewing business documents and identifying relevant information to complete tasks, and working with multiple applications effectively to complete transactions.

• Proficient within MS Office - Word, Excel, and Outlook

• Ability to work Monday-Friday 11:00 am - 8:00 pm or 10:00 am - 7:00 pm after training, which is on-site for 5 weeks Monday-Friday 8:00 am - 5:00 pm.

What makes you stand out:

• 1+ year of experience in the insurance industry, commercial or corporate preferred.

• Familiar with insurance documentation such as endorsements, policies, and certificates.

• Expert knowledge of compliance and regulatory requirements regarding proof of insurance in the United States

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan 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 McLennan 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 McLennan 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.