Account Specialist II

TrueNorth Companies, L.C.; Cedar Rapids (IA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision

401k with Company Contributions

Responsible Time Off (PTO)

11 Paid Holidays

Company-paid Life and Disability Cover

Paid Volunteer Time Off

Donation Match Program

Tuition Reimbursement

Employee Assistance Program (EAP)

Wellness Program with Financial Incent

Hybrid Work Schedule

Job summary

TrueNorth Companies is seeking an Account Specialist II to join the Risk Management team in Cedar Rapids, IA. This role focuses on delivering high-quality service, managing client relationships, and developing insurance knowledge.

A hybrid work schedule supports balance with client-focused responsibilities. Responsibilities include handling inquiries, preparing renewals, and assisting in complex accounts while working within an account team to ensure accurate, timely service and ongoing

Qualifications

• High School diploma or GED required; 2- or 4-year degree preferred.
• Insurance industry experience preferred.
• One year of customer service experience preferred.
• Proficient with Microsoft Office and basic CRM/agency management systems.

Responsibilities

• Receive incoming calls from clients and prospects; provide outstanding customer service and quote coverages.
• Maintain quality customer service daily with timely, accurate responses.
• Create and send proof of insurance for clients, lienholders and others.
• Follow up with clients on incomplete applications and changes.
• Build and maintain strong client relationships and meet renewal deadlines.
• Assist in client relationships for more complex accounts or issues.
• Prepare renewal spreadsheets and assist in policy delivery.

Skills

Strong verbal and written comms

Detail-oriented

Collaborative team player

Process-driven

Client-focused

Growth mindset

Education

High School diploma or GED

2- or 4-year degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

CRM/agency management system (EPIC preferred)

Job description

TrueNorth Companies is looking for an Account Specialist to join our Risk Management team in our Cedar Rapids, IA office!

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
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts
• Hybrid Work Schedule

Account Specialist II– Cedar Rapids, IA

The primary responsibility of the Account Specialist II is to work within an account team to provide high-quality service while developing deeper technical and industry knowledge.

Essential Job Functions

• Receive incoming calls from clients and prospects; provide outstanding customer service as well as quote coverages
• Maintain quality customer service with clients daily by providing consistent, timely and accurate service
• Create and send proof of insurance for clients, lienholders, and other interested parties
• Follow up with clients on incomplete applications and change forms
• Increase industry and job knowledge as measured by attendance at continuing education, attaining, or updating designations, and participation in other agency training offerings
• Build and maintain 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
• Demonstrate the ability to expand knowledge by assuming new responsibilities in the department, working on department projects and servicing more complex accounts
• Attend market or client discovery meetings, planning workshops, client progress meetings and /or stewardship meetings
• Assist in client relationships for certain accounts or more complex client needs or issues
• Prepare renewal spreadsheets where applicable
• Prepare or assist in new policy delivery; evaluated by turnaround reports
• Handle invoicing accurately and work with the finance or Account Manager on account discrepancies and in researching overpayment checks
• Support quoting new business, when applicable
• Perform other duties as assigned

Credentials

• High School diploma or GED required, 2 or 4-year degree preferred
• Experience in the insurance industry is preferred
• One year of customer service experience is preferred
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• One year of experience with agency management system or CRM preferred, preferably EPIC
• Ability to obtain appropriate licenses within 30 days of employment

Skills

• Strong verbal and written communication skills
• Detail-oriented with excellent organizational and time-management abilities
• Collaborative team player with a strong work ethic
• Comfortable with repetitive tasks and process-driven work
• Professional, confidential, and client-focused
• Self-motivated with a growth mindset and desire to continue developing within TrueNorth

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 Inc 5000's as a Fastest Growing Company!

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.