Hybrid Personal Lines Account Specialist

TrueNorth Companies, L.C.; West Des Moines (IA); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

401(k) with company contributions

Hybrid work schedule

Volunteer time off

Tuition reimbursement

License & certifications support

Referral bonus

Wellness program

Job summary

TrueNorth Companies is seeking an Account Specialist to join the Personal Lines team in Denver, CO; Rosemont, IL; West Des Moines, IA; or Cedar Rapids, IA. This role supports Personal Lines account management and life/health insurance product administration, delivering exceptional service to clients and internal stakeholders.

The ideal candidate will have strong communication, collaboration, and time-management skills, with a customer-service mindset and familiarity with Microsoft Office.

Qualifications

• High School diploma or GED required; two or four-year degree preferred.
• P&C license preferred.
• Experience in the insurance industry is preferred.
• One year of customer service experience preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Ability to obtain P&C license within 30 days of employment if not already licensed.

Responsibilities

• Update client management and carrier systems as needed, entering quotes and processing endorsements and mortgagee changes.
• Follow-up with clients on incomplete applications and change forms.
• Complete any special projects assigned by the expected deadline.
• Increase industry and job knowledge through CE, designations, and training offerings.
• Build and maintain strong relationships with clients, internal and external.
• Meet new and renewal or project deadlines as set with Leader.
• Organize time in advance so all work and projects are completed on time.
• Demonstrate ability to expand knowledge by assuming new responsibilities.
• Maintain confidentiality of client and company information.
• Attend market or client discovery meetings, planning workshops, client progress meetings and stewardship meetings.
• Review incoming applications and changes received via email, phone, fax, or mail and complete accurately and timely.

Skills

Communication

Collaboration

Reliability

Time management

Multi-tasking

Work ethic

Education

High School diploma or GED

Two- or four-year degree preferred

Tools

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

TrueNorth Companies is seeking an Account Specialist to join the Personal Lines team in Denver, CO; Rosemont, IL; West Des Moines, IA; or Cedar Rapids, IA. This role supports Personal Lines account management and life/health insurance product administration, delivering exceptional service to clients and internal stakeholders.

The ideal candidate will have strong communication, collaboration, and time-management skills, with a customer-service mindset and familiarity with Microsoft Office.