Insurance Coordinator
About The Position
The Insurance Coordinator supports the growth of Insurance Solutions by executing key tasks involved in placing new insurance coverage and managing in‑force policies across life, long-term care, disability, and annuity product lines. The ideal candidate has strong knowledge of new business processes, is highly organized, technologically fluent, and confident working directly with both wealth advisors and clients. They bring a polished, customer centric approach and demonstrate persistence when advocating for clients with carriers and brokerage partners. Candidates with both case management and sales desk experience at carriers or brokerage general agencies are strongly preferred.
Requirements
- Bachelor’s degree
- Active life and health insurance license
- 5+ years of experience with a life insurance carrier or brokerage general agency in case management and sales desk roles.
- Deep expertise in new business processes for life, LTC, DI, and annuity products
- Exceptional written and verbal communication skills
- Strong interpersonal and relationship management skills
- Outstanding organizational skills; detail focused; able to multitask and follow through reliably
- Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
- Strong commitment to supporting financial planners and the insurance new business process
- Skilled at managing information flows and documentation
- Client -first mindset with a passion for delivering excellent service
- Collaborative team player
Responsibilities
- Engage directly with clients to gather required documents, information, and signatures for new insurance applications
- Coordinate with brokerage general agencies to obtain materials for insurance reviews (e.g., in‑force ledgers, policy statements, competitive quotes)
- Support service requests for policies sold through Mercer (e.g., beneficiary changes, address changes)
- Assist clients with completing insurance applications and related paperwork
- Maintain accurate, complete records in Mercer’s CRM system (Aspen)
- Manage and resolve open CRM action items
- Deliver a high-quality, responsive, client-first experience for both clients and advisors
- Collaborate with internal departments (e.g., Client Service Specialists)
- Assist with onboarding new hires
- Perform additional duties as assigned
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
