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
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
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 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
- Proficiency with Microsoft Office, including Excel, Outlook, and Word
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
