Personal Lines - Insurance Coordinator

About the Role

As part of the Galway Family Office team, the successful candidate will work 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. This role operates at the intersection of client service, risk management, and operations, requiring a strong understanding of personal lines insurance and the ability to work collaboratively in a fast-paced environment.

Given the nature of the role and the company's commitment to flexibility, this position is open to candidates who can work remotely from anywhere in the U.S., although a preference is given to those in Southern California. The company's approach to 'Profit with Purpose' and its emphasis on community and business integration make it an attractive opportunity for individuals looking to be part of a team that values making a positive impact.

What You Will Do

• 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, and track renewal schedules to coordinate policy reviews when renewals approach.
• Manage an organized repository of insurance records for each client household, ensuring data accuracy and accessibility.
• Coordinate claims management, working closely with clients, advisors, and insurance agents to manage claims effectively.
• Provide recommendations for policy adjustments based on thorough reviews of policies for complete coverage.
• Collaborate with the brokerage team to obtain quotes from various companies/carriers for the best coverage options.
• Develop and maintain strong relationships with insurance carriers and vendors to ensure competitive products and services.
• Stay updated on industry developments, regulatory changes, and new products that could benefit clients.
• Assist in the onboarding process of new clients, ensuring seamless integration of their insurance portfolios.
• Participate in regular team meetings to discuss client needs, market trends, and internal processes.

What We Are Looking For

• At least 2+ years of Personal lines insurance account management experience, with a proven track record of reviewing policies for complete coverage and making recommendations for policy adjustments.
• Experience with Salesforce and Adjust, with the ability to leverage these tools to manage client portfolios efficiently.
• Brokerage experience or experience getting quotes from various companies/carriers is strongly preferred.
• Strong problem-solving skills, with the ability to adapt to grey areas and go above and beyond to meet the client's needs.
• Excellent communication skills, both written and verbal, with a positive and outgoing disposition.
• Ability to work well in a fast-paced environment with frequent interruptions and urgent tasks.
• Strong customer service skills, with a genuine enthusiasm for serving others.
• Professional certification in insurance (e.g., CISR, CIC) is a plus.
• Ability to maintain confidentiality and handle sensitive client information with discretion.

Nice to Have

• Experience working with high-net-worth clients or in a similar wealth management environment.
• Knowledge of tax and business management services as they relate to personal insurance needs.
• Familiarity with other CRM systems or insurance software beyond Salesforce and Adjust.
• A background in risk management or a related field, demonstrating a deep understanding of insurance principles.

Benefits and Perks

• Competitive salary, although the specific amount is not disclosed.
• Opportunity to work with a dynamic and growing company that values community and business integration.
• Flexible, remote work arrangement, allowing for a better work-life balance.
• Professional development opportunities, including training and education resources to enhance your insurance knowledge and skills.
• Access to a comprehensive benefits package, which may include health insurance, retirement plans, and paid time off.
• The chance to be part of a team that makes a positive impact through its 'Profit with Purpose' approach.
• A collaborative and supportive work environment that encourages open communication and teamwork.

• When applying, make sure your resume and cover letter are tailored to the role, highlighting your experience with personal lines insurance, Salesforce, and Adjust.
• Develop a thorough understanding of the company's unique culture and approach to 'Profit with Purpose' to demonstrate your genuine interest in the position.
• Prepare examples of how you have managed complex insurance portfolios, reviewed policies for complete coverage, and made recommendations for policy adjustments.
• Be ready to discuss your experience with claims management and how you handle urgent or sensitive client situations.
• Show enthusiasm for the industry and the company, and highlight any certifications or ongoing education in insurance that demonstrates your commitment to professional development.
• Consider creating a portfolio or examples of your work that showcase your ability to manage client relationships, communicate effectively, and solve problems creatively.
• During salary negotiations, be prepared to discuss your expected compensation based on industry standards and your specific experience and qualifications.