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Insurance Team Coordinator

2 months ago

Chicago, Illinois, United States JMB Insurance Full time
About the Role

JMB Insurance is seeking a highly organized and detail-oriented Team Assistant to join our team. As a Team Assistant, you will play a critical role in supporting our account management team and learning the intricacies of the commercial insurance business.

Key Responsibilities
  • Set up marketing files 90 days prior to renewal
  • Assist with completing insurance applications with commercial clients
  • Review policies and contracts
  • Provide administrative functions, including preparing mailings, file preparation and maintenance, photocopying, scanning, and faxing
  • Participate in team meetings and calls to develop knowledge of insurance products, coverages, risk management, and industry-specific commercial insurance needs
Requirements
  • A four-year college degree is highly preferred
  • Must be at least a moderate user of Microsoft Office products and have the ability to learn an Agency Management System (Nexsure)
  • Prior work and/or academic history must demonstrate high performance with ease in juggling multiple tasks both independently and as a member of a team
  • Strong written and oral communication skills to interact with carriers, clients, and co-workers as needed
  • Ability to comfortably navigate Excel and understand financial data
  • Accuracy and demeanor to handle client work, as well as more routine administrative tasks
  • Willingness to pursue a program of personal and professional development, working toward an Account Representative Position and ultimately Account Management
What We Offer
  • Agency-sponsored benefits and paid time off
  • Hybrid work arrangement with allowance for days in the office and days working remotely