Insurance Process and Client Support Advisory

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...