Insurance Process and Client Support Manager (Bogotá)

Insurance Process and Client Support Manager (Bogotá)

28 may
|
Marsh
|
Bogotá

28 may

Marsh

Bogotá

Proof of Insurance Advisory Manager

Overview
Lead and oversee the Proof of Insurance Advisory team to ensure the efficient, accurate, and compliant management of proof of insurance processes for complex client programs. Drive superior client service delivery, regulatory adherence, and operational excellence while fostering collaboration among brokers, clients, carriers, vendors, lenders, and internal departments.

Key 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 (digital and physical), and other regulatory or lender-required proof of coverage.
- Monitor team performance against KPIs such as client satisfaction, issuance accuracy, response times, and expiration management; implement 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, disputes, and discrepancies, coordinating with underwriting, billing, policy administration, and external partners to resolve matters efficiently.
- Maintain and enhance templates, standard language, compliance checklists, and audit procedures to ensure consistency and regulatory compliance across all proof of insurance documents.
- Collaborate with cross-functional teams to streamline workflows, integrate automated COI generation tools, and leverage e-signature platforms to improve operational efficiency.
- Lead communication efforts to proactively manage client and broker expectations, providing clear, empathetic guidance and status updates.
- Ensure thorough documentation and audit trails for all proof-of-insurance transactions and support compliance audits with mínimal findings.
- Stay informed on industry trends, regulatory changes, and market practices affecting proof of

📌 Insurance Process and Client Support Manager (Bogotá)
🏢 Marsh
📍 Bogotá

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