Jr. Account Manager

CRC Group; Oakbrook Terrace (IL); Hybrid; USD 56,000 - 68,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Parental leave

Job summary

CRC Group’s Euclid Transactional team in Oak Brook, IL seeks a Junior Account Manager. The role focuses on organized, proactive broker and client communication and data coordination within the Issuance Team. Hybrid in-office work supported by a collaborative, client-focused culture.

The ideal candidate has 1–2 years in technical/data coordination, experience with Salesforce and Excel is a big plus, and a bachelor’s degree is preferred. Strong written and verbal communication is essential.

Qualifications

• 1-2 years of technical/data coordination experience.
• Experience working in Salesforce and Excel is a plus.
• Bachelor's degree preferred.
• Clear written and verbal communication skills.

Responsibilities

• Completes delegated tasks from Senior Account Managers.
• Verifies the download, upload, and completeness of data rooms & closing sets.
• Troubleshoots data room and data issues.
• Liaises with Accounting on UW fee & premium payment inquiries.
• Collects and files surplus lines forms.
• Demonstrates initiative on multi-step tasks by anticipating next steps.
• Fields W9 and 1099 tax form requests during Q1.
• Establishes trust with underwriters to correspond with brokers without supervision.
• Prepares final policies for issuance.
• Collects and shares items for carrier reporting via file share system.
• Ad hoc reporting and data projects.
• Work collaboratively with analysts/associates and counsel.
• Seeks to be a resource for other team members in knowledge sharing and participates in discussion.

Skills

Salesforce experience

Excel

Attention to detail

Bachelors degree preferred

Communication skills

Education

Bachelor's degree

Job description

Jr. Account Manager page is loaded## Jr. Account Managerlocations: Oakbrook Terrace IL - 1 Mid America Plazatime type: Full timeposted on: Posted Todayjob requisition id: R0000003415**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.****If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to** Accessibility **(accommodation requests only; other inquiries won't receive a response).****Regular or Temporary:**Regular**Language Fluency:** English (Required)**Work Shift:**1st Shift (United States of America)**Please review the following job description:**Euclid Transactional (\"ET\"), a team within CRC Insurance Group (\"CRC Group\") is a best-in-class agency that specializes in providing insurance solutions for the transactional liability market. Euclid Transactional has a team of ~190 with offices in New York, Chicago, Toronto, London, Copenhagen, Frankfurt, Dublin, Paris, Stockholm, and Singapore.We are committed to providing superior and commercial service and results to our clients and carrier partners. We engage in open and honest communication, make decisions thoughtfully, and adapt to better support our people. We focus on inclusion and relationship building and strive to be respectful and empathetic.**ABOUT THE JOB:**Euclid Transactional has an exciting opportunity for a professional to join our Issuance Team. In the Junior Account Manager role, the ideal candidate is organized, personable, and takes initiative to maintain clear and timely broker and client communication.**ESSENTIAL FUNCTIONS:*** Completes delegated tasks from Senior Account Managers* Verifies the download, upload, and completeness of data rooms & closing sets* Troubleshoots data room and various data issues* Liaises with Accounting team on UW fee & premium payment inquiries* Collects and files surplus lines forms (process to be updated)* Demonstrates initiative on multi-step tasks by anticipating next steps* Fields W9 and 1099 tax form requests during Q1* Establishes trust with underwriters to correspond with brokers without supervision* Prepares final policies for issuance* Collects and shares items for procedural carrier reporting via file share system* Ad hoc reporting and data projects* Work collaboratively with analysts/associates and counsel* Seeks to be a resource for other team members in knowledge sharing and participates in discussion**DESIRED QUALIFICATIONS, SKILLS, AND EXPERIENCE:*** The ideal candidate will have 1-2 years of technical/data coordination and be extremely detail oriented.* Experience working in Salesforce and Excel is a huge plus.* Bachelors degree preferred* Brings positive attitude to learning* Demonstrates Euclid's standard of service and decorum* Able to receive constructive feedback with a positive mindset* Establishes virtual relationship with broker partners - a recognizable entity in the industry* Clear written and verbal communication skills* Able to prioritize amongst multiple tasks with deadlines* Motivated to get things done efficiently and effectively* Poised, professional, and proactive mentality* Exhibits interest in developing relationships with brokers and other external parties* Maintains Euclid's best-in-class client service reputation**WORK/LOCATION:*** Full-time based in our Oak Brook, IL office.* Hybrid**BENEFITS:*** Competitive compensation package and exciting growth opportunities for career-oriented individuals.* Benefits, including health insurance, 401k (including company match after 1 year or service) paid time off, paid parental leave, family planning resources and charitable gift matching plan* A dynamic, action-oriented, and thoughtful environment centered on always doing the right thing for customers, teammates, and stakeholders.**COMPENSATION**: The annual base salary is $62,000. The position also is eligible for a discretionary bonus.*Note: This job description is not intended to be all-inclusive. Team members may perform other related duties to meet the ongoing needs of the organization*.*Euclid Transactional is an equal opportunity employer who recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender, gender identity, sexual or affectional orientation, disability, age, veteran status, and other protected status as required by applicable law. Euclid Transactional is committed to promoting and maintaining a diverse, inclusive environment where different backgrounds, characteristics and viewpoints are valued. To advance this commitment, we have formed and empowered a Diversity and Inclusion Committee to help us put diversity, equity, and inclusion at the center of our hiring process and our company culture - and build a team that better reflects our desire for more equal representation in everything we do.***General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.***CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.***Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.- Growth: Advance your career with our learning and leadership development programs.- Innovation: Work in a forward-thinking environment that values new ideas.- Community: Be part of a supportive team that celebrates success together.- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.Who We're Looking ForWe seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.