Junior Account Manager — Data & Client Relations (Hybrid)

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

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.