Role Description This is a BRAND NEW ROLE within our Galway Family Office team! While the team's main focus and services are around tax and business management services for high-net worth clients, their services also include assisting with clients with getting, maintaining, and managing their personal insurance needs. The Personal Lines Client Insurance Coordinator / Liaison serves as the central resource responsible for overseeing all insurance matters across GFO client households. This role ensures that policies are properly maintained, coverage is regularly evaluated, claims are managed effectively, and insurance records remain accurate across all firm systems. The position operates at the intersection of client service, risk management, and operations. The coordinator works closely with clients, advisors, and insurance agents to monitor policies, review coverage alternatives, track premiums, and maintain complete documentation. The goal is to help clients maintain appropriate protection while ensuring the firm manages insurance matters in a consistent, organized, and proactive manner. Qualifications - 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. - Strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs. - Ability to handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks. - Professional communication skills – both written and verbal. - Positive and outgoing disposition, eager to work as a team but also functions well working independently. - Great customer service skills and who enjoy serving others! Requirements - 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. - Respond to insurance-related requests from clients and advisors. - Provide documentation such as ID cards, policy declarations, and coverage confirmations. - Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals. - Monitor upcoming premium payments and policy billing schedules. - Maintain insurance information across the firm’s internal platforms. - Provide advisors and operations staff with access to insurance information when needed for client service. Benefits - 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