Personal Lines Insurance Coordinator

EPIC Insurance Brokers & Consultants

Client Insurance Coordinator overseeing personal insurance management for high-net-worth clients at Galway Family Office. Collaborating with clients, advisors, and insurance agents for comprehensive coverage oversight.

Posted 4/23/2026full-timeNewport Beach • California • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $28 per hourWebsite

About the role

Key responsibilities & impact

Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage.
Ensure policies remain current and properly documented.
Track renewal schedules and coordinate policy reviews when renewals approach.
Maintain an organized repository of insurance records for each client household.
Coordinate the claims process when a client experiences a loss or damage.
Assist with claim initiation, documentation collection, and carrier communication.
Monitor claim progress and maintain communication with the client, insurance agent, and carrier.
Track claim status until resolution and maintain internal documentation of claim activity.
Review policy proposals received from insurance agents and carriers.
Compare available options across different insurers, coverage levels, deductibles, and premium structures.
Evaluate the relative advantages and limitations of each option.
Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances.
Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection.
Coordinate with advisors and insurance agents when adjustments may be appropriate.
Assist in identifying situations where expanded coverage may be beneficial (e.g., umbrella policies, specialty asset coverage).
Respond to insurance-related requests from clients and advisors.
Provide documentation such as ID cards, policy declarations, and coverage confirmations.
Coordinate meetings between clients and insurance professionals when needed.
Serve as the internal point of contact for insurance-related questions.
Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals.
Maintain communication with both independent brokers and carrier-specific agents.
Track policy updates and maintain records of all coverage changes.

Requirements

What you’ll need

At least 2+ years of Personal lines insurance account management experience. MUST have experience reviewing policies for complete coverage & making / explaining recommendations of policy adjustments. Brokerage experience / experience getting quotes from various companies/carriers is preferred.
Candidates with strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs.
Individuals who handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks.
Candidates with professional communication skills – both written and verbal.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
Individuals with great customer service skills and who enjoy serving others!

Benefits

Comp & perks

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating company values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance portfolio managementpolicy documentationclaims process coordinationpolicy proposal reviewcoverage evaluationclient communicationpolicy updates trackinginsurance account managementproblem-solvingcustomer service

Soft Skills

professional communicationadaptabilityteamworkindependencepositive dispositioncustomer service orientationtime managementorganizational skillsattention to detailinterpersonal skills