Mercer Advisors

Insurance Coordinator

Mercer Advisors

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $27 - $31 per hour

About the role

  • 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

Requirements

  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
case managementsales desknew business processeslife insuranceLTCDIannuity products
Soft Skills
written communicationverbal communicationinterpersonal skillsrelationship managementorganizational skillsdetail orientedmultitaskingclient-first mindsetcollaborativeteam player
Certifications
Bachelor’s degreeactive life insurance licenseactive health insurance license