Personal Insurance Specialist - Client Care & Coverage

Cerity-Partners; Nashville (TN); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental Leave

Commuter benefits

Education assistance

Job summary

Cerity Partners is seeking an Insurance Coordinator to manage clients’ personal insurance needs across multiple policy types from application to renewal. The role involves close collaboration with outside insurance agents and internal Fiscal teams to ensure accurate coverage and timely renewals.

The ideal candidate will have 1–4 years of experience in insurance coordination or related client service, and a Bachelor’s degree or equivalent experience.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–4 years of experience in insurance coordination or related client services.
• Personal lines insurance experience strongly preferred.

Responsibilities

• Serve as primary contact for clients’ personal insurance needs from application through issuance.
• Work with agents to process changes, renewals, quotes, and cancellations.
• Maintain and organize client policy files with fiscal team.
• Connect clients with agency partners for health and life insurance.
• Guide clients through claims and monitor progress with their advisor.

Skills

Organizational skills

Attention to detail

Communication

MS Office

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Excel

Outlook

Word

Job description

Cerity Partners is seeking an Insurance Coordinator to manage clients’ personal insurance needs across multiple policy types from application to renewal. The role involves close collaboration with outside insurance agents and internal Fiscal teams to ensure accurate coverage and timely renewals.

The ideal candidate will have 1–4 years of experience in insurance coordination or related client service, and a Bachelor’s degree or equivalent experience.