Senior Account Specialist

ADP, Inc.; Cedar Rapids (IA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

Responsible Time Off (RTO)

Paid Volunteer Time Off and Donation  

Tuition reimbursement and paid certs

EAP and wellness program

Hybrid Work Schedule

$3,000 Referral Bonus

Job summary

TrueNorth Companies seeks a Senior Account Specialist in Cedar Rapids, IA to support the Small Commercial Group. You will deliver exceptional service, generate quotes, and manage client relationships with accuracy and professionalism.

The role emphasizes industry knowledge, CRM proficiency, and meeting renewal deadlines in a hybrid work setting with strong benefits and development opportunities.

Qualifications

• High school diploma or GED; college degree preferred.
• Insurance industry experience required.
• Minimum one year of customer service experience.
• Proficiency with MS Office (Word/Excel/Outlook/PowerPoint).
• One year of agency management system or CRM experience preferred, EPIC liked.
• Ability to obtain required licenses within 30 days.

Responsibilities

• Receive and address client inquiries; deliver excellent service and quote coverages.
• Maintain high levels of timely, accurate customer responses.
• Generate and distribute proof of insurance documents.
• Follow up on incomplete applications and forms.
• Build and maintain client relationships and meet deadlines.

Skills

Verbal & written communication

Growth mindset

Work ethic

Team-oriented

Attention to detail

Time management

Education

High school diploma or GED

2- or 4-year degree preferred

Tools

Microsoft Office

CRM/EPIC experience

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.

Senior Account Specialist

Select Regular Full-Time Cedar Rapids, IA, US

2 days ago Requisition ID: 2028

Ready to step into a higher-level role and contribute to the continued success of our company? The Risk Management team is seeking a Senior Account Specialist to support the Small Commercial Group and join our team in Cedar Rapids, IA. 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!

The Senior Account Specialist will work within the Small Commercial Group to support and service clients with excellence. This role will require strong industry knowledge and customer service experience.

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:

• Receive and address client and prospect inquiries; deliver exceptional customer service and quote coverages
• Maintain high standards of customer service by providing consistent, timely, and accurate responses
• Generate and distribute proof of insurance documents for clients and other stakeholders
• Follow up on incomplete applications and change forms
• Continuously increase industry knowledge through continuing education and training
• Build and maintain strong relationships with both internal and external clients
• Meet deadlines for new and renewal business as set by leadership
• Organize work and projects to ensure timely completion with a focus on quality
• Take on new responsibilities and participate in departmental projects as needed
• Attend market or client meetings and assist in preparing presentations, when necessary
• Lead relationships for certain accounts or handle more complex client issues
• Prepare renewal spreadsheets and assist in new policy delivery as needed
• Manage invoicing accurately and assist with account discrepancies
• Support quoting new business when applicable
• Perform additional duties as assigned

Qualifications:

• High school diploma or GED required; 2- or 4-year degree preferred
• Insurance industry experience required
• One year of customer service experience required
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• One year of experience with agency management system or CRM preferred, preferably EPIC.
• Ability to obtain necessary licenses within 30 days of taking on the role

Skills and Competencies:

• Strong verbal and written communication skills
• Self-motivated with a growth mindset and the ability to adapt to a fast-paced environment
• Strong work ethic with professionalism and confidentiality
• Team-oriented with strong collaboration skills
• Capable of handling repetitive tasks with accuracy
• Excellent organizational and time management skills
• High attention to detail

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!

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.