Operations Coordinator, T&L Insurance

Posted 19 Hours Ago
Be an Early Applicant
60606, Chicago, IL
Junior
Insurance
The Role
The Operations Coordinator will support client service account teams by preparing invoices, managing premium financing agreements, collecting market invoices, and assisting with accounts payable. The role involves generating reports, ensuring compliance documentation, and performing administrative duties in a fast-paced environment.
Summary Generated by Built In

Location: Chicago, IL - Hybrid

Position Summary

Our Transportation and Logistics Practice specializes in insurance programs designed for logistics companies both domestically and internationally. Our experienced team of brokers brings an unparalleled level of service and expertise to this evolving niche market.

Position Responsibilities

  • Prepare Invoices and Invoice Calculations, consistent with binding documents, in support of client service account teams
  • Prepare/manage Premium Financing Agreements
  • Collect market invoices for placement, enter invoice data into Sagitta, and send all supporting documentation to the corporate accounting department
  • Assist Corporate Accounting with any questions that arise regarding specific accounts
  • Gather all supporting surplus line compliance documentation for non-admitted placements
  • Provide support to Account Teams, as needed, with client deliverables, policy reviews, certificates of insurance.
  • Provide support with accounts payable.
  • Generate reports for account teams and leadership.
  • Other administrative and project management duties.

Experience Requirements

  • College Degree preferred
  • 2+ years’ experience in a similar role in the insurance industry
  • Required skills
    • Sagitta and ImageRight
    • Strong written and verbal communication skills, and the ability to form relationships at all levels
    • Close attention to detail and ability to problem solve
    • The ability to manage multiple tasks in a fast-paced while delivering high quality results
    • A client-first and flexible attitude, with a focus on solutions

WHY JOIN EPIC? 

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

#LI-TM1  #LI-Hybrid

Top Skills

Imageright
Sagitta
The Company
HQ: San Francisco, California
2,616 Employees
On-site Workplace
Year Founded: 2007

What We Do

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.

Check out our other links for all things EPIC: https://linktr.ee/epicbrokers

Similar Jobs

Kraft Heinz Logo Kraft Heinz

2 Laborer Shared WDSK

Big Data • Cloud • Food • Machine Learning • Software • Database • Analytics
Hybrid
Woodstock, IL, USA
38000 Employees

Green Thumb Logo Green Thumb

Licensing Specialist

Cannabis • Retail • Pharmaceutical
Easy Apply
Hybrid
Chicago, IL, USA
4800 Employees

Strive Health Logo Strive Health

Sr. Associate, Provider Engagement

Artificial Intelligence • Healthtech • Machine Learning • Social Impact • Analytics • Telehealth • Generative AI
Easy Apply
Chicago, IL, USA
700 Employees

Discover Logo Discover

Principal Risk and Control Self-Assessment Specialist

Cloud • Fintech • Machine Learning • Analytics • Financial Services
Hybrid
Chicago, IL, USA
18000 Employees
89K-149K Annually

Similar Companies Hiring

Outdoorsy Thumbnail
Travel • Software • Sharing Economy • Insurance
Austin, TX
184 Employees
Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
73 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account