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

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

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

Insurance Coordinator

Key skills