Insurance Coordinator

Insurance Coordinator

Hybrid, USA

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.

Job Summary

The Insurance Coordinator supports the growth of Insurance Solutions by executing key tasks involved in placing new insurance coverage and managing in?force policies across life, long-term care, disability, and annuity product lines. The ideal candidate has strong knowledge of new business processes, is highly organized, technologically fluent, and confident working directly with both wealth advisors and clients. They bring a polished, customer centric approach and demonstrate persistence when advocating for clients with carriers and brokerage partners. Candidates with both case management and sales desk experience at carriers or brokerage general agencies are strongly preferred.

Essential Job Functions for this role include:

• Engage directly with clients to gather required documents, information, and signatures for new insurance applications
• Coordinate with brokerage general agencies to obtain materials for insurance reviews (e.g., in?force ledgers, policy statements, competitive quotes)
• Support service requests for policies sold through Mercer (e.g., beneficiary changes, address changes)
• Assist clients with completing insurance applications and related paperwork
• Maintain accurate, complete records in Mercer's CRM system (Aspen)
• Manage and resolve open CRM action items
• Deliver a high-quality, responsive, client-first experience for both clients and advisors
• Collaborate with internal departments (e.g., Client Service Specialists)
• Assist with onboarding new hires
• Perform additional duties as assigned

Knowledge, Skills, and Abilities:

Bachelor's degree

Active life and health insurance license

5+ years of experience with a life insurance carrier or brokerage general agency in case management and sales desk roles.

Deep expertise in new business processes for life, LTC, DI, and annuity products

Exceptional written and verbal communication skills

Strong interpersonal and relationship management skills

Outstanding organizational skills; detail focused; able to multitask and follow through reliably

Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook

Strong commitment to supporting financial planners and the insurance new business process

Skilled at managing information flows and documentation

Client -first mindset with a passion for delivering excellent service

Collaborative team player

Location: This position can be anywhere in the US, but will need to be able to travel to the office located nearest them.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Base Pay Range

$32 - $38 USD

Benefits

• 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance