Personal Lines Insurance Coordinator

Core Responsibilities:

• Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, and life coverage.
• Track renewal schedules, coordinate policy reviews, and ensure all policies remain current and properly documented.

Claims Management:

• Coordinate the claims process by assisting with initiation, documentation collection, and carrier communication.
• Monitor claim progress and maintain communication with all parties until resolution, keeping internal documentation updated.

Coverage Review & Client Coordination:

• Review policy proposals, compare options across insurers, and prepare summaries explaining suitable coverage structures.
• Respond to client and advisor requests, provide necessary documentation, and serve as the internal point of contact for insurance questions.

Systems & Operational Support:

• Manage insurance information across core systems including OneDrive, Salesforce, and AgilLink for documentation and payment tracking.
• Provide advisors and operations staff with organized insurance summaries and support for client meetings and reviews.