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Administrative Coordinator

2 months ago

Chicago, Illinois, United States Northbrook Chamber of Commerce Full time

Key Responsibilities:

Client Onboarding:
Assist clients in completing necessary applications through direct communication.
Work in conjunction with the Service Center to ensure timely submission of applications and assess client eligibility.

Preparation for Client Engagements:
Compile comprehensive insurance summaries and proposals for client discussions.
Utilize relevant software to input and modify financial strategies.

Post-Meeting Actions:
Organize and execute follow-up calls and tasks through a Customer Relationship Management (CRM) system.
Oversee the sales pipeline to track potential opportunities.
Draft correspondence with pertinent follow-up details.

General Administrative Duties:
Handle incoming communications and inquiries.
Manage the scheduling of client appointments.
Leverage CRM tools for executing marketing initiatives.

Insurance Administration:
Facilitate updates to client information, including address changes and beneficiary designations.
Address loan requests and billing questions efficiently.

Required Qualifications:
Bachelor's degree is mandatory.

Proximity to the Northbrook area is essential.
Experience with Northwestern Mutual is advantageous but not a prerequisite.
Skilled in utilizing insurance and planning software; adaptable to new technological advancements.
Exceptional verbal and written communication abilities; meticulous attention to detail, particularly with intricate cases and policies.

Compensation and Benefits:
Salary range of $60,000 to $70,000 based on experience.
Comprehensive health, vision, and dental coverage, along with 401k options and disability insurance.
Generous paid time off policy.
Flexible hybrid work arrangements.
Opportunity to work within a reputable organization while being part of a dynamic business environment.

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