Insurance 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

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 client's 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

• Bachelor's 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

$60,000 - $70,000

Benefits and 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

Why Cerity Partners

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.