Personal Lines - Insurance Coordinator

EPIC Brokers

6h•Remote

About The Position

This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office (GFO) empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity. They provide comprehensive, personalized wealth management solutions and expert operational support, helping clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands, operating under the premise of Profit with Purpose. The Personal Lines Client Insurance Coordinator / Liaison is a brand new role within the Galway Family Office team, serving as the central resource responsible for overseeing all insurance matters across GFO client households. This includes ensuring policies are properly maintained, coverage is regularly evaluated, claims are managed effectively, and insurance records remain accurate across all firm systems. The position operates at the intersection of client service, risk management, and operations, working closely with clients, advisors, and insurance agents to monitor policies, review coverage alternatives, track premiums, and maintain complete documentation. The goal is to help clients maintain appropriate protection while ensuring the firm manages insurance matters in a consistent, organized, and proactive manner.

Requirements

At least 2+ years of Personal lines insurance account management experience.
MUST have experience reviewing policies for complete coverage & making / explaining recommendations of policy adjustments.
Candidates with strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs.
Individuals who handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks.
Candidates with professional communication skills – both written and verbal.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
Individuals with great customer service skills and who enjoy serving others!
Experience in insurance operations, brokerage support, risk management, or financial services administration.
Strong analytical ability when reviewing policy structures and coverage differences.
Exceptional organization and document management skills.
Ability to manage multiple client accounts simultaneously.
Comfort communicating with insurance brokers, carriers, and clients.
High level of discretion when working with confidential client information.

Nice To Haves

Brokerage experience / experience getting quotes from various companies/carriers is preferred.

Responsibilities

Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage.
Ensure policies remain current and properly documented.
Track renewal schedules and coordinate policy reviews when renewals approach.
Maintain an organized repository of insurance records for each client household.
Coordinate the claims process when a client experiences a loss or damage.
Assist with claim initiation, documentation collection, and carrier communication.
Monitor claim progress and maintain communication with the client, insurance agent, and carrier.
Track claim status until resolution and maintain internal documentation of claim activity.
Review policy proposals received from insurance agents and carriers.
Compare available options across different insurers, coverage levels, deductibles, and premium structures.
Evaluate the relative advantages and limitations of each option.
Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances.
Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection.
Coordinate with advisors and insurance agents when adjustments may be appropriate.
Assist in identifying situations where expanded coverage may be beneficial (e.g., umbrella policies, specialty asset coverage).
Respond to insurance-related requests from clients and advisors.
Provide documentation such as ID cards, policy declarations, and coverage confirmations.
Coordinate meetings between clients and insurance professionals when needed.
Serve as the internal point of contact for insurance-related questions.
Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals.
Maintain communication with both independent brokers and carrier-specific agents.
Track policy updates and maintain records of all coverage changes.
Monitor upcoming premium payments and policy billing schedules.
Confirm payment status for policies paid through escrow accounts or other payment channels.
Ensure premium obligations are documented and scheduled appropriately.
Store and organize insurance policies and related documentation in OneDrive.
Maintain insurance data and policy details within client records in Salesforce.
Monitor premium payments and verify payment records where applicable in AgilLink.
Retrieve policy declarations, renewal invoices, and updated coverage documentation when required from Client Account Access.
Assist with sending insurance documentation or policy information upon request via Client Communications.
Provide advisors and operations staff with access to insurance information when needed for client service.
Maintain organized insurance summaries within client files.
Support preparation of insurance information for client meetings or reviews.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating company values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs