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Insurance Operations Specialist III


United States
Marsh McLennan

Job Description




Marsh seeks a talented and driven Insurance Operations Specialist III for our open position in Austin, TX (HYBRID)

Hours: Monday-Friday 11:00 am-8:00 pm

What can you expect?

  • This job is primarily computer-based work using proprietary applications and the Microsoft Office suite; team members are set up with dual monitors to increase efficiency.

  • Team members are expected to meet individual productivity, accuracy, and timeliness metrics.

  • Effectively using written and oral communication skills to correspond with other Marsh colleagues and clients. Phone usage is not significant.

  • Collaboration is encouraged via process improvement suggestions from team members as well as participating in meetings and colleague engagement committees.

  • Work schedule will be Monday-Friday 11:00 am-8:00 pm

What is in it for you?

  • A company with a strong brand and strong results to match

  • Culture of internal mobility, collaboration, and valued partnership with HR from the business.

  • Employee Resource Groups, which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.

  • Competitive pay, Full benefits package – starting day one (medical, dental, vision, life insurance, generous 401k match, AND contribution).

  • Flexible work opportunities for work/life balance

  • Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will Count on you to:

  • Prepare proof of insurance documents on industry standard forms for our clients. Our clients submit requests for these documents via email; the Operations Specialist I is responsible for reviewing submitted documentation, consulting insurance information, preparing and distributing the documents to appropriate parties.

  • Handle end-to-end standard client renewal process including timely and accurate update of policy data, following directions regarding final document aggregation and distribution

  • Demonstrate ability to use context clues including email threads, miscellaneous documents and servicing instructions to deliver expected client results

  • 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 facilitate client calls to proactively support proof of insurance related items

  • Support new team members by providing training and answering questions for a book of business

  • Autonomously support onboarding for new clients, acquisitions, mergers etc.

  • Research client feedback, complete RCA and provide clearly organized findings to stakeholders

  • Proactively provide manager updates on complex tasks completed on a monthly basis

  • Support workflow management as needed, act as a liaison/point of contact for extended team

  • Assist Client Team users in CSI provisioning and navigation

  • Assist Supervisor in supporting self-service platforms

What you Need to Have:

  • Customer service experience supporting clients in a fast-paced office environment.

  • Able to self-manage and work independently to drive results; comfortable with ambiguity and critical decision-making.

  • Experience reviewing business documents and identifying relevant information to complete tasks.

  • Able to obtain information from multiple sources and assimilate data to prepare necessary documents.

  • Strong attention to detail and proofreading capabilities.

  • Experience working with multiple applications effectively to complete transactions.

  • Excellent written and verbal communication skills.

  • 50+ WPM typing.

  • Proficient with the Microsoft Office suite, particularly Word and Outlook.

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

  • Intermediate Excel knowledge as related to certificate tasks - including running report and analyzing/executing with guidance

What makes you stand out:

  • Expert user in all applications and tools utilized by Proof of Insurance Dept., including Basys, Wincert, Siebel, CSI, itools; familiarity with COD, MOI and any client-specific applications

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit, follow us on LinkedIn and Twitter.

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 [email protected]

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.

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