Personal Lines - Insurance Coordinator

Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office (GFO) empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity. We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together. We built an efficient, transverse operation that powers profit, empowers people, and reunites them under one creative, collaborative, success-oriented mission. Learn more about Galway Family Office & their services by visiting: https://galwayfamilyoffice.com/ JOB OVERVIEW: This is a BRAND NEW ROLE within our Galway Family Office team! While the team's main focus and services are around tax and business management services for high-net worth clients, their services also include assisting with clients with getting, maintaining, and managing their personal insurance needs. The Personal Lines Client Insurance Coordinator / Liaison serves as the central resource responsible for overseeing all insurance matters across GFO client households. This role ensures that policies are properly maintained, coverage is regularly evaluated, claims are managed effectively, and insurance records remain accurate across all firm systems. The position operates at the intersection of client service, risk management, and operations. The coordinator works 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. LOCATION: Remote - The team is based in Newport Beach, CA and would prefer candidates in Southern California. However, they're open to this role being fully remote anywhere in the U.S. WHAT WE’RE LOOKING FOR: REQUIRED: At least 2+ years of Personal lines insurance account management experience. MUST have experience reviewing policies for complete coverage & making / explaining recommendations of policy adjustments. Brokerage experience / experience getting quotes from various companies/carriers is preferred. Candidates with strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs. Individuals who handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks. Candidates with professional communication skills – both written and verbal. Positive and outgoing disposition, eager to work as a team but also functions well working independently. Individuals with great customer service skills and who enjoy serving others! WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Core Responsibilities Client Insurance Oversight • 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. • Track renewal schedules and coordinate policy reviews when renewals approach. • Maintain an organized repository of insurance records for each client household. ________________________________________ Claims Management • Coordinate the claims process when a client experiences a loss or damage. • Assist with claim initiation, documentation