Account Specialist II

ADP, Inc.; Cedar Rapids (IA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

401k with Company Contributions

Responsible Time Off (PTO)

11 Paid Holidays

Company-paid Life and Disability Cover

Tuition Reimbursement

Employee Assistance Program (EAP)

Wellness Program with Financial Incent

Hybrid Work Schedule

Job summary

TrueNorth Companies seeks an Account Specialist II to join the Risk Management team in Cedar Rapids, IA. The role focuses on delivering exceptional service, managing client relationships, and supporting renewal activities within a collaborative team.

Key responsibilities include handling inquiries, preparing policy documents, and collaborating on complex accounts while pursuing ongoing industry knowledge and designations. A hybrid work schedule is offered.

Qualifications

• 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 (Word, Excel, Outlook, PowerPoint).
• One year of experience with agency management system or CRM (EPIC) preferred.
• Ability to obtain appropriate licenses within 30 days.

Responsibilities

• Receive incoming calls from clients and prospects; provide outstanding customer service and quote coverages.
• Maintain quality customer service daily with timely, accurate service.
• Create and send proof of insurance for clients, lienholders, and others.
• Follow up with clients on incomplete applications and change forms.
• Build and maintain strong, long-lasting client relationships.
• Meet deadlines for renewals or projects with leadership.
• Organize time in advance to complete work with content and organization.
• Assist in complex client needs or issues and department projects.

Skills

Strong communication

Customer service

Time management

Detail-oriented

Team collaboration

Growth mindset

Education

High School diploma or GED

4-year degree preferred

Tools

Microsoft Office

EPIC CRM

Job description

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 II

Select Regular Full-Time Cedar Rapids, IA, US

TrueNorth Companies is looking for an Account Specialist to join our Risk Managementteam 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
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• 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!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

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.