Insurance Operations Specialist

Marsh McLennan - Austin, TX

Full-time - Entry Level

Hybrid - Austin, TX

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Operations Specialist II at Marsh is responsible for executing support activities related to the generation of proof of insurance for clients. This hybrid role requires at least three days a week in the office and involves processing daily transactions, managing workflow queues, and supporting new client onboarding and certificate renewals. The position serves as a point of contact for clients and team members, ensuring timely and accurate service delivery.

Responsibilities

• Support certificates onboarding for new clients, acquisitions, and mergers with guidance.
• Handle end-to-end standard client renewal process, including timely updates of master templates and document aggregation.
• Use context clues from email threads and documents to deliver expected client results.
• Create and manage non-Acord documents, including endorsement creation and uploads.
• Adhere to aging of case management procedures and identify cases as needed.
• Direct queue management when required.
• Act as a liaison for an extended team for at least one client.
• Support new team members by providing training and answering questions.

Requirements

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Proficient in MS Office.

Nice-to-haves

• Associates degree
• Insurance industry experience

Benefits

• Professional development opportunities
• Supportive leadership
• Inclusive culture
• Career opportunities
• Well-being rewards