Account Specialist – Transportation

TrueNorth Companies; Cedar Rapids (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

401(k) with Company Contributions

Hybrid Work Schedule

Paid Holidays

Tuition reimbursement

Employee Wellness Program

Volunteer Time Off

Donation Match Program

Job summary

TrueNorth Companies in Cedar Rapids, IA is seeking an Account Specialist to join the Transportation team. The role focuses on handling a high volume of client calls, processing applications, and maintaining accurate client records in a fast-paced environment.

The ideal candidate has strong communication skills, a customer service mindset, and the ability to work with multiple systems. A high school diploma is required, and a 2-4 year degree is preferred.

Qualifications

• Experience handling high call volumes and customer service is required.
• Experience in the insurance or benefits field is preferred.
• Ability to obtain P&C license within 30 days of employment.

Responsibilities

• Answer incoming calls professionally and efficiently, handling 40–60 calls per day.
• Maintain and update client management systems as necessary.
• Process applications and policy changes as requested.
• Create and send proof of insurance for clients and lienholders.
• Maintain client relationships and meet deadlines set with leadership.
• Demonstrate confidentiality of client and company information.

Skills

Excellent verbal communication

Customer service

Multitasking

Team player

Growth mindset

confidentiality

Fast-paced environment

Education

High School diploma or GED

Two- or four-year degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

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 - Transportation

Regular Full‑Time Cedar Rapids, IA, US

12 days ago Requisition ID: 1991

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
• 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 or working on department projects
• Maintain confidentiality of client and company information

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!

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.