Insurance Coordinator
$60,000–$70,000 year
On-siteNashville, Tennessee, United States
Job Summary
Manage client personal insurance needs from initial application through renewal, partnering with agents to process changes, secure quotes, and cancel policies. Maintain policy files and organize client data while monitoring life events to proactively recommend coverage adjustments. Guide clients through claims processes by connecting them with agents and tracking status until resolution. Support life insurance trust administration, including preparing Crummey letters and coordinating premium payments. Additionally, facilitate Greenbelt applications, vehicle retitling, and milestone tracking for high-net-worth individuals.
Required Qualifications
- Bachelor's degree
- 1-4 years of experience in insurance coordination, account management, or a related client service role
- Applicants must be authorized to work for any employer in the U.S.
Desired Qualifications
- personal lines insurance experience
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