Account Coordinator-Remote

NFP; Chicago (IL); Remote; USD 48,000 - 56,000; Full time

Job summary

A leading insurance brokerage seeks a motivated individual to support insurance brokers in client service and account management. This role offers a comprehensive benefits package, a chance to earn incentives, and support for obtaining an insurance license, all within a collaborative team environment focused on professional growth.

Benefits

Comprehensive benefits including PTO, paid holidays, and 401(k) with match

Support for obtaining an insurance license

Engaging team culture focused on professional development

Opportunity for performance-based incentives

Qualifications

• Bachelor’s degree preferred; relevant experience also considered.
• Ability to obtain an insurance license within 3 months.

Responsibilities

• Assist insurance brokers with client service and account management tasks.
• Maintain proactive communication with clients, carriers, and internal teams.
• Utilize Applied Epic for managing client data.

Skills

Communication

Organization

Detail-oriented

Microsoft Office Suite

Education

Bachelor’s degree preferred

Tools

Applied Epic

Job description

Employer Industry: Insurance Brokerage

Why consider this job opportunity:
- Salary up to $48,000
- Opportunity for performance-based incentives
- Comprehensive benefits including PTO, paid holidays, and 401(k) with match
- Support for obtaining an insurance license with company assistance
- Engaging team culture focused on professional development and collaboration
- Chance to work with prestigious clients in the private equity sector

What to Expect (Job Responsibilities):
- Assist insurance brokers with client service and account management tasks, including proposals, billing, and policy issuance
- Maintain proactive communication with clients, carriers, and internal teams
- Utilize the Agency Management System (Applied Epic) for managing client data and documentation
- Support premium financing processes and handle client billing inquiries
- Participate in special projects and ongoing professional development opportunities

What is Required (Qualifications):
- Bachelor’s degree preferred; relevant experience also considered
- Ability to obtain an insurance license within 3 months of hire
- Strong verbal and written communication skills
- Detail-oriented with excellent organizational and prioritization skills
- High comfort level with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

How to Stand Out (Preferred Qualifications):
- Previous customer service or administrative experience is a plus
- Demonstrated ability to work effectively in a team environment
- Flexibility and proactive mindset in addressing challenges
- Familiarity with industry trends relevant to private equity and insurance

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