A family office for your family.
Insurance Coordinator
Location
Worldwide
Posted
57 days ago
Salary
$32 - $38 / hour
Seniority
Senior
Job Description
Insurance Coordinator
Mercer Advisors
Title: Insurance Coordinator Location: USA Job Description: Why Work at Mercer Advisors? 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 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. Application Deadline: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. 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. Base Pay Range $32 - $38 USD 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 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 - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Related Guides
Related Categories
Related Job Pages
More Insurance Jobs
Title: Insurance Sales Coach Location: Tiffin, Ohio, United States Remote Full time Job Description: Trainwell (trainwell.co) is the premier sales training and implementation company for insurance agencies. We work with top-producing agents — many ranked in the top 10 nationally — to scale their production, build accountability systems, and transform their teams into elite closers. Our coaching is built on the 4 Pillars: needs-based sales process, accountability and management, marketing and lead ROI, and hiring and ramp. We don't do fluff. We don't recycle 2014-era training. We install systems that produce measurable results — and our clients pay a premium for it. We're scaling fast, and we're hiring a Coach to work directly with our highest-tier clients. The Role As a Trainwell Coach, you'll work 1-on-1 and in group settings with insurance agents and their teams to drive production, install systems, and build winning sales cultures. This is not a babysitting role. You'll be expected to deliver outcomes — and you'll have the platform, IP, and team behind you to do it. What You'll Do - Coach insurance agents and team members through structured 3-month engagements - Install needs-based sales processes built around the Golden Multiline Script - Diagnose and fix breakdowns in sales process, accountability, hiring, and lead ROI - Build and refine accountability systems for agency teams - Lead live group calls, roleplay sessions, and 1-on-1 coaching - Review recorded sales calls and deliver actionable feedback - Help clients hire, ramp, and retain top-performing team members - Identify upgrade opportunities and move clients into higher-tier programs - Contribute to the evolution of Trainwell's IP, curriculum, and coaching methodology What You Get - $180K–$220K+ earning potential (base + performance compensation) - Fully remote — work from anywhere - Direct access to Trainwell's IP, frameworks, and proprietary tools (including AI George) - Growth inside a company scaling toward 8 figures - Real ownership of client outcomes - A seat at the table with the team redefining insurance sales training Requirements What We're Looking For Required: - Experience as a captive insurance agent, agency team lead, or top-producing team member - Documented track record of elite production - Deep understanding of multiline insurance sales — auto, home, life, financial services - Ability to coach, teach, and develop people (not just close) - Strong systems thinking — you build processes, not just hit numbers Highly Preferred: - Experience hiring, ramping, and managing licensed team members - Background in life and financial services production - Prior coaching, training, or sales management experience - Comfort with technology (GHL, AI tools) - Fitness, military, or athletics background You Are: - Hungry, humble, and coachable - Obsessed with winning and incapable of accepting average - Direct in your communication — you tell people the truth even when it's uncomfortable - A lifelong learner who has invested significantly in your own growth Benefits - Remote - Base Salary - Commission - Performance Bonuses - Health Insurance - 401k with match & Roth 401k - PTO, Life Insurance, Disability Insurance
Role Description Gray Hawk Land Solutions is currently hiring immediate openings in the position of Title Landman Agent for a remote position. The individuals we are looking for must have experience with Wyoming Federal Title, be a self-starter, and able to perform the below tasks with very little or no supervision. Minimum of (5) Five years of experience in right-of-way title research. This is a 1099 position. - Pulling tax cards from courthouses and locating tax cards online to determine preliminary ownership of tracts/parcels. - Locating source deeds and vesting deeds and comparing them to tax cards for discrepancies. - Performing onsite and/or online research necessary for Vesting and/or Marketable Title. - Preparing Chain of Title and Limited Title Certificates. - Assembling title files according to the protocols established by the Project. - Posting and archiving title files according to Project procedures. - Constant communication with their supervisor over how their work is impacting the project scope, goals, and deliverables (Project Execution Plan). - Informing their supervisor over obstacles to accomplishing their tasks and working with their supervisor to devise strategies that will accomplish the Client’s objectives in obtaining survey permitting or acquisition. - Capable of working unsupervised in a variety of roles. - Well qualified in a specialized area such as Indian land title, government title, mortgages, liens, etc., if selected to work only in a limited area of special expertise. - Good understanding of mortgages, liens, judgments, easements, leases, plat books, maps, contracts, and agreements as to legal description, ownership, restrictions, or conformity to other state requirements. - Represents client and self with professionalism and integrity; can relate to people from various backgrounds. - Ability to navigate multiple client databases. - Demonstrates excellent computer knowledge through effective use of software including Microsoft Office applications (i.e., Outlook, Word, Excel) and database use. - Able to work well in a team environment or an individual role. - Experience with Wyoming Federal Title. Qualifications - Minimum of 5 years of experience in right-of-way title research. - Experience with Wyoming Federal Title. - Good understanding of legal descriptions, ownership, and state requirements. Requirements - Self-starter with the ability to work with little or no supervision. - Professionalism and integrity in representing clients. - Ability to relate to people from various backgrounds. - Excellent computer knowledge and software proficiency.
• Provide personal, legendary client service and ensure timely follow-ups • Manage and settle residential claims in accordance with operational standards • Balance client needs with the insurer's interests when settling claims • Prepare estimates and negotiate with contractors on residential repairs • Control expenditures on all claim settlements • Support and help develop internal and external colleagues
Insurance Verification Representative
Med Management LLCThis position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Role Description The Insurance Verification Representative performs clerical functions for patient billing, including verification of insurance information and resolution of problems to ensure a clean billing process. All employees are expected to exhibit professional, ethical and respectful behavior in accordance with the company’s mission, vision and values. Qualifications - High School diploma or equivalent - Two to four years of experience in the health care industry (preferred) Requirements - Maintains patient demographic information and data collection systems. - Verify insurance eligibility for both medical and vision insurances for upcoming appointments by utilizing online websites or by contacting the carriers directly. - Review patient deductibles and/or copays and enter into the billing system and spreadsheets provided to the front end department at all locations. - Coordinate with front end regarding scheduling errors. - Assist front end staff and call center staff in understanding carrier websites and verification of eligibility. - Enter insurance referrals as needed. - Participates in development of organization procedures and update of forms and manuals. - Answers questions from patients, clerical staff and insurance companies. - Works in conjunction with the reception to ensure clean billing. - Performs miscellaneous job-related duties as assigned. - Participates in educational activities and attends monthly staff meetings. - Maintains strictest confidentiality; adheres to all HIPAA guidelines/regulations. - Assists in development and communication of SOP for key areas to improve accuracy and understanding of processes. Benefits - This is a full time position. - Days and hours of work are Monday through Friday 8:30 a.m. to 5:30 p.m. - Remote options available for qualified candidates. - Moderate to frequent travel required based on the company needs and as job duties demand. Company Description This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
