Jr. Account Manager

Junior Account Manager

Euclid Transactional, a team within CRC Insurance Group, is a best-in-class agency that specializes in providing insurance solutions for the transactional liability market. 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.

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.

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.