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 maintainappropriate, 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

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our 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