Company:Marsh

Description:
Manage and verify proof of insurance processes with a heightened emphasis on superior client service coverage for complex client programs. Ensure accuracy, regulatory compliance, timely issuance, proactive client and broker support, and effective collaboration with carriers, clients, vendors, lenders and partners. This role requires the broker license as part of the performing authority for client-facing activities and policy verification where applicable.

During the first 3 months, the expectation will be in office 5 days a week. Post the 3 month period, the role will be Hybrid, 3 days in office. (Local office anchor days)

Key Responsibilities
- Prepare, verify, and issue proof of insurance documents, including:
- Certificates of Insurance (COIs)
- Auto ID cards (digital and physical)
- Other regulatory or lender-required proof of coverage
- Elevate client service coverage by:
- Proactively anticipating client and broker needs, offering guidance on COI/ID expectations, and providing clear, empathetic explanations of insurance requirements




- Developing and maintaining client-friendly business communication, timeliness, and status updates
- Validate policy details against core systems and communicate variances to stakeholders
- Coordinate with underwriting, billing, and policy administration to resolve discrepancies and ensure up-to-date proof of coverage
- Respond promptly to requests from clients, brokers, lenders, and partners for COIs and auto IDs; manage escalations with professionalism
- Maintain and update templates, standard language, and compliance checklists for COIs and auto ID cards
- Ensure COIs and auto IDs meet client-specific requirements
- Monitor and manage expiration notifications; initiate auto-renewal or reissuance as needed
- Audit and reconcile issued COIs against active policies; flag and correct errors
- Maintain thorough documentation and audit trails for all proof-of-insurance transactions
- Provide training an

📌 Insurance Process and Client Support Advisor (Bogotá)
🏢 Marsh & McLennan Companies
📍 Bogotá