Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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Job Summary:
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The Insurance Coordinator supports the growth of Insurance Solutions by executing key tasks involved in placing new insurance coverage and managing in‑force policies across life, long-term care, disability, and annuity product lines.
The ideal candidate has strong knowledge of new business processes, is highly organized, technologically fluent, and confident working directly with both wealth advisors and clients. They bring a polished, customer centric approach and demonstrate persistence when advocating for clients with carriers and brokerage partners. Candidates with both case management and sales desk experience at carriers or brokerage general agencies are strongly preferred.
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Essential Job Functions for this role include:
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- 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
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Knowledge, Skills, and Abilities:
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- 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
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Location: This position can be anywhere in the US, but will need to be able to travel to the office located nearest them.
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Work Schedule:
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This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
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Working Conditions:
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This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
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Application Deadline: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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