Project Coordinator - Business

About INSocial Risk Advisors

INSocial Risk Advisors is a growth oriented independent insurance agency trying to do insurance different! Representing different insurance companies, we help businesses and families buy the insurance they need. We are focused on creating a smooth digital customer experience and providing value beyond an insurance policy.

We provide associates a fun, flexible, challenging and rewarding working environment. Job descriptions shed light on the expectations and responsibilities. We strive to put the right people in the rights seats for them to succeed individually and the agency to succeed as a team.


INSocial has a fast-paced, growth-oriented culture. Here we work to have one eye on results and another eye on the customer’s experience and value. To accomplish both of those we must be willing to take risks, make improvements and change. Individual impact will be felt, acknowledged, and rewarded without sacrificing a supportive environment.

Join our T.E.A.M.!

We believe our core values best represent who we are as individuals and the approach we take to treating our clients as well as all stakeholders.

Transparent: openly and honestly explaining the why behind everything

Educational: learning about you, providing informational value and expanding our knowledge

Authentic: passionate about insurance, professional and confident yet humble and approachable

Movers: hunger to move above and beyond insurance, provide value and an irreplaceable experience


  • Healthcare
  • Flexible PTO
  • 401K
  • Work from home flexibility
  • Opportunities for growth
  • Fun, fast paced, goal oriented company

Job Summary

The Project Coordinator will primarily be responsible for coordinating client accounts from quoting through policy issuance. They will work closely with the INSocial Sales/Service team to facilitate information collection and relay to our different insurance company vendors. Then they’ll work with the insurance company underwriters to procure and organize the quotes to then pass back to the INSocial team member. They will also be the main point of contact for our insurance company marketing reps and will be the gatekeeper of their products to understand where our clients are a best fit. This position must be organized, detailed oriented, technologically proficient and be able to work independently.


Project Coordination

  • Follow client accounts internal processes from lead through policy issuance
  • Facilitate internal aspects of an account’s life cycle & ensure all is completed in a timely manner
  • Work directly with producer, service team & carriers keeping tasks timely and complete


  • Take client information and quote with proper carriers
  • Understand carrier appetite and contacts
  • Use proper forms for quote submissions
  • Communicate with producer on status
  • Document the carriers approached and their respective response and pricing


  • Facilitate flow of information with producer to ensure timely renewal proposal
  • Re-market customer’s accounts if needed with other carriers (understanding carrier appetite)
  • Follow policies/procedures/workflows to ensure proper documentation and client database management
  • Assist partners with niche specific projects as needed

Key Result Areas:

  • Quote to issue rate
  • 0 – E&O Claims
  • EPIC documentation of carrier quoting results
  • 4 lines of coverage per customer
  • Promote the agency’s T.E.A.M. values, vision, mission, culture, and goals


  • Salary: $50,000 – $70,000 annually
  • Variable and monthly bonus potential
  • Referral Bonus and X-Sell Commission
  • Team/Individual bonus and profit-sharing potential

Join Our Team

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