Client Insurance Concierge & Coverage Coordinator

Cerity Partners Management LLC; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance and professional

Job summary

Cerity Partners is seeking an Insurance Coordinator to be the primary contact for clients' personal insurance needs, managing policies from application through renewal in close partnership with outside agents and internal Fiscal teams. This detail-oriented, relationship-driven role requires strong organization and follow-through.

This position handles a wide range of policy types, actively identifies coverage needs as client circumstances change, and guides clients through the claims process

Qualifications

• Bachelor's degree or equivalent professional experience.
• 1-4 years of experience in insurance coordination or related client service roles.

Responsibilities

• Serve as the primary contact for clients' personal insurance needs and manage policies from application through issuance.
• Work with insurance agents to process policy changes, renewals, quotes, and cancellations.
• Maintain and organize client insurance files, confirm policies and premiums.
• Connect clients with outside agencies for health and life insurance needs.
• Prepare semi-annual Insurance Review summaries for client meetings.
• Monitor client changes affecting coverage and recommend adjustments.
• Guide clients through claims processes and monitor status to resolution.
• Support life insurance trust administration and related tasks.

Skills

Strong organizational skills

Excellent written and verbal comms

Cross-team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Excel

Outlook

Word

Job description

Cerity Partners is seeking an Insurance Coordinator to be the primary contact for clients' personal insurance needs, managing policies from application through renewal in close partnership with outside agents and internal Fiscal teams. This detail-oriented, relationship-driven role requires strong organization and follow-through.

This position handles a wide range of policy types, actively identifies coverage needs as client circumstances change, and guides clients through the claims process