Jr. Account Manager
About The Position
Euclid Transactional, a team within CRC Insurance Group (CRC Group), specializes in insurance solutions for the transactional liability market. The Junior Account Manager joins the Issuance Team and supports Senior Account Managers while maintaining clear, timely communication with brokers and clients. The ideal candidate is organized, personable, detail-oriented, proactive, and interested in developing relationships with brokers and other external parties. This is a full-time, hybrid position based in the Oak Brook, Illinois office. The annual base salary is $62,000, and the position is eligible for a discretionary bonus. Euclid Transactional describes its workplace as inclusive, collaborative, and centered on providing strong service to clients and carrier partners.
Requirements
- 1–2 years of technical or data coordination experience.
- Extremely detail-oriented.
- Clear written and verbal communication skills.
- Ability to prioritize multiple tasks with deadlines.
- Motivated to complete work efficiently and effectively.
- Professional, poised, and proactive mentality.
- Able to receive constructive feedback with a positive mindset.
- Positive attitude toward learning.
- Interest in developing relationships with brokers and other external parties.
- Ability to demonstrate Euclid's service standards and decorum.
Nice To Haves
- Experience working in Salesforce and Excel.
- Bachelor's degree preferred.
Responsibilities
- Complete delegated tasks from Senior Account Managers.
- Verify the download, upload, and completeness of data rooms and closing sets.
- Troubleshoot data room and other data issues.
- Liaise with the Accounting team regarding underwriting fee and premium payment inquiries.
- Collect and file surplus lines forms.
- Demonstrate initiative on multi-step tasks by anticipating next steps.
- Handle W9 and 1099 tax form requests during Q1.
- Build trust with underwriters to correspond with brokers without supervision.
- Prepare final policies for issuance.
- Collect and share items for procedural carrier reporting through a file-sharing system.
- Complete ad hoc reporting and data projects.
- Work collaboratively with analysts, associates, and counsel.
- Share knowledge, participate in discussions, and serve as a resource for other team members.
- Maintain the company's client service reputation and professional standards.
Benefits
- Health insurance, including medical, dental, and vision coverage.
- 401(k) plan with company match; Euclid's listing specifies the match begins after one year of service.
- Paid time off, including company holidays, vacation, and sick days.
- Paid parental or new parent leave.
- Family planning resources.
- Charitable gift matching plan.
- Life and disability insurance, and AD&D insurance for eligible full-time teammates.
- Tax-advantaged savings accounts.
- Potential eligibility for restricted stock units and/or a deferred compensation plan.
- Discretionary bonus eligibility.
- Career growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
