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 is seeking an Account Specialist to join our Personal Lines team in Denver, CO; Rosemont, IL; West Des Moines, IA; or Cedar Rapids, IA. This role provides support across Personal Lines account management and the administration of life and health insurance products, helping deliver exceptional service to clients and internal stakeholders.

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!

Please be advised this position may close on or after 09/10/2026, without advance notice, should we receive a sufficient number of qualified applications.

About TrueNorth Companies

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For over 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

• 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 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
• Attend market or client discovery meetings, planning workshops, client progress meetings and/or stewardship meetings
• Review incoming applications and changes received via email, phone, fax, or mail and completed accurately and timely where applicable
• Input applications and change information into client management systems on a timely basis where applicable

Credentials

• High School diploma or GED required, two or four-year degree preferred
• Property and Casualty license preferred
• Experience in the insurance industry is preferred
• One year of customer service experience 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 if not already licensed

Skills

• Strong articulation and professionalism in communication.
• Effective collaboration and flexibility in teamwork.
• Consistency and reliability in delivering high-quality work.
• Detail-oriented with excellent organization and time management skills.
• Ability to focus and self-motivate while multi-tasking.
• Demonstrates a strong work ethic in all responsibilities.

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.

In compliance with Illinois and Colorado employment law, we are providing the compensation or range for positions that are, or could be, performed in Illinois.

• Illinois and Colorado Hiring Range: This is a non-exempt position with a pay range of $22/hr - $24/hr and a potential bonus of 6%. Compensation will depend on factors such as location, skills, and experience.