Account Specialist II - Risk & Insurance Services

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 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