Account Specialist

TrueNorth Companies; Cedar Rapids (IA); Ibrido; USD 42.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual Bonus

Medical, Dental, Vision, Life, and Dis

Dental, Vision, Life, and Disability

401(k) with Company Contributions

Hybrid Work Schedule

Paid Volunteer Time Off and Donation -

Tuition reimbursement and paid certs

Employee Assistance Program (EAP) and 

wellness program with financial incent

11 paid holidays

$3,000 Referral Bonus

Descrizione del lavoro

TrueNorth Companies in Cedar Rapids, IA is seeking an Account Specialist to join our Transportation team. You will handle incoming calls, support client service needs, and maintain client management systems while delivering professional, accurate service.

The role requires high-volume call handling, a quick learning curve, and a commitment to confidentiality. Our benefits include a bonus program, hybrid work options, and opportunities for continuing education and certifications.

Competenze

• High School diploma or GED required; associate or bachelor's degree preferred.
• Experience handling high call volumes or similar workload required.
• One year of customer service experience preferred.
• Insurance industry experience preferred.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and basic PowerPoint functions.
• Ability to obtain P&C license within 30 days of employment.

Mansioni

• Answer incoming calls professionally and efficiently, averaging 40–60 calls per day.
• Maintain quality customer service with clients daily with timely and accurate service.
• Maintain and update client management systems as necessary.
• Process applications and make policy changes as required.
• Create and send proof of insurance for clients and lienholders.
• Build and maintain strong client relationships.

Conoscenze

Excellent verbal communication

Professional phone skills

Multitasking

Time management

Confidentiality

Team player

Growth mindset

Self-motivated

Ability to work independently

Formazione

High School diploma or GED

Two- or four-year degree preferred

Strumenti

Microsoft Office (Word, Excel, Outlook)

Descrizione del lavoro

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Specialist

TrueChoices Regular Full-Time Cedar Rapids, IA, US

2 days ago Requisition ID: 2031

TrueNorth is seeking an Account Specialist with strong customer service and call-handling experience to join our Transportation team in Cedar Rapids, IA. The ideal candidate is a quick learner who is comfortable working in a fast - paced environment, managing high call volume, and navigating multiple systems while servicing transportation clients. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart!

About TrueNorth Companies:

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
• Paid Volunteer Time Off and Donation Match Program
• Tuition reimbursement and paid certifications, licenses, designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid Work Schedule
• $3,000 Referral Bonus

Essential Job Functions:

• Answer incoming calls professionally and efficiently, handling an average of 40-60 calls per day to support client service needs
• Maintain quality customer service with clients daily by providing consistent, timely and accurate service
• Maintain and update client management systems as necessary
• Manage requests such as processing applications, making policy changes, etc.
• Create and send proof of insurance for clients, lienholders, and other interested parties
• Increase industry and job knowledge as measured by attendance at continuing education, attaining, or updating designations, and participation in other agency training offerings
• Assist in building and maintaining strong, long-lasting relationships with clients, both internal and external
• Meet new and renewal or project deadlines as set between you and your Leader
• Organize time in advance so all work and projects are completed on time and with appropriate content and organization
• Review applicable incoming carrier and/or client documentation for accuracy and process within agency standards
• Demonstrate the ability to expand knowledge by assuming new responsibilities in the department or working on department projects
• Maintain confidentiality of client and company information
• Regular and reliable attendance, including physical presence in assigned TrueNorth office location

Credentials:

• High School diploma or GED required, two or four-year degree preferred
• Experience managing high call volumes or similar workload required
• One year of customer service experience is preferred
• Experience in the insurance industry is preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Ability to obtain P&C license within 30 days of employment

Skills:

• Excellent verbal communication and phone skills
• Self-motivated individual with a growth mindset who thrives in a fast-paced, changing environment
• Strong work ethic and commitment to professionalism and confidentiality
• Collaborative team player
• Willingness to learn new skills and new industries
• Ability to multitask
• Strong organizational and time management skills
• Strong attention to detail and accuracy
• Ability to work well independently

Why TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by the Corridor Business Journal as one of the Coolest Places to Work!

TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.