Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Operations Manager provides daily, ongoing operational support and administration for the Insurance Solutions group at Mercer Advisors with a particular focus on the insurance needs of Ultra-High-Net-Worth clients. This includes case management, tracking, reporting, and development of business processes and workflow systems. This role will be a key member of the Insurance Solutions team and will ensure smooth implementation of existing and new procedures and processes for Insurance Solutions. The person in this role will be a liaison between various business units and our wealth advisory teams.
The ideal candidate will be organized, have outstanding attention to detail, have excellent computer proficiency, and will have high-level interpersonal communication skills. We are looking for someone with a strong understanding of the insurance industry.
Our Insurance Solutions group provides support with our full suite of solutions to our wealth advisors and clients, including life, long-term care, property and casualty, and annuities.
Essential Job Functions will include:
- Actively involved in the overall day-to-day operational responsibilities of tracking, reporting, updating, and case management systems;
- Liaison with other groups and our wealth advisory teams to ensure an exceptional client-advisor experience.
- Coordinate communications and administrative workflows with external insurance service providers to deliver solutions for clients.
- Support the ongoing operational initiatives of the Insurance Solutions team, collaborating, de-conflicting, and coordinating with other departments as necessary.
- Manage insurance-related processes, output, and deliverables that drive an exceptional client-advisor experience
- Design, develop and maintain operational procedures that are scalable and assure the department’s performance standards
- Updating procedures, assuring accuracy, and conveying procedural changes to team members
- Building and fostering effective working relationships with internal and external business partners
- Working independently and with a team, prioritizing and managing several projects, and succeeding in a fast-paced environment
- Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability.
- Help onboard new hires
- Other duties as needed
Required Knowledge, Skills and Abilities:
- Bachelor's degree
- 5+ years of experience with a life insurance brokerage generally agency in manager role
- Deep experience in life/LTC/DI underwriting, case management, licensing and contracting and commissions processes
- General familiarity with property and casualty solutions
- 5 years+ of back office and insurance operations-related experience preferred
- Superior organization skill - highly detailed-oriented, strong multi-tasker, excellent follow through, meticulous, and a process-driven “thinker”
- Strong understanding of operations, insurance new business processes, and workflows
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- An unwavering commitment to support financial planners and the sales process
- Excellent verbal and written communication, interpersonal, and relationship management skills
- Versed in managing internal and external information flows and storage
- Client first attitude, including a passion for providing an excellent client experience
- Team player, collaborative and able to work in concert with others
Work Schedule: Day and evening hours as needed
Working Conditions: Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation.
Average annual salary range for this position across our locations is: $120,000 - $135,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
