Independent Insurance Agent with Desjardins selling auto, property, and life insurance. Responsible for recruiting and leading a professional team while maintaining client relationships.
About the role
- Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
Responsibilities
- 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
Requirements
- 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
Benefits
- 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
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