Insurance Coordinator

Position Summary:

The Insurance Coordinator serves as the primary point of contact for clients personal insurance needs managing policies from initial application through renewal in close partnership with outside insurance agents and internal Fiscal teams. This role ensures clients maintain appropriate current coverage across a wide range of policy types proactively identifies coverage needs as client circumstances change and guides clients through the claims process when needed. The Insurance Coordinator also supports life insurance trust administration and a variety of general client service needs. This is a detail-oriented relationship-driven role that requires strong organization and follow-through.

Primary Responsibilities

• Serve as the primary point of contact for clients personal insurance needs managing policies (homeowners renters condo/dwelling umbrella auto watercraft scheduled items gun equine disability life long-term care workers comp for domestic employees etc.) from initial application through issuance

• Work directly with insurance agents to process policy changes confirm renewals obtain quotes secure new coverage and cancel policies as needed

• Maintain and organize all client insurance policy files partnering with Fiscal Client Controllers to confirm policies and premiums remain current

• Connect clients with outside agency partners to secure health insurance and life insurance (for investment-only clients)

• Maintain a semi-annual Insurance Review summary for each client and provide it to Fiscal Planning Analysts ahead of client annual review meetings

• Monitor changes in client circumstances (home or vehicle purchases/sales home improvements new dependents employment changes major asset purchases new employees etc.) that may affect insurance coverage and proactively recommend adjustments

• Guide clients through the claims process by connecting them promptly with their agent monitoring claim status and providing updates to the clients advisor until resolution

• Coordinate life insurance trust administration including confirming trustee gifts preparing Crummey letters tracking beneficiary notices and coordinating premium payments from trust accounts

• Support general client service needs such as Greenbelt applications/renewals vehicle retitling and Medicare and birthday milestone tracking

Required Qualifications:

• Bachelors degree or equivalent professional experience

• 1-4 years of experience in insurance coordination account management or a related client service role; personal lines insurance experience strongly preferred

Skills and Competencies:

• Strong organizational skills and attention to detail with the ability to manage multiple client files and deadlines simultaneously

• Excellent written and verbal communication skills with a strong client-service orientation

• Proficiency with Microsoft Office (Excel Outlook Word)

• Ability to work collaboratively across internal teams (Fiscal Planning Client Controllers) and external insurance agents/partners

Compensation Range:

$60000 - $70000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health dental and vision insurance day 1!

• 401(k) savings and investment plan options with 4% match

• Flexible PTO policy

• Parental Leave

• Financial assistance for advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits