Senior Account Specialist

First MainStreet partnership; Denver, Northern (CO, KY); Hybrid; USD 32,000 - 40,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision, Life, and DI

401(k) with Company Contributions

Hybrid Work Schedule

11 paid holidays

Volunteer Time Off and Donation Match

Tuition reimbursement and paid certs

Employee Assistance Program (EAP)

Referral Bonus $3,000

Job summary

TrueNorth seeks a Senior Account Specialist in Denver, CO to support the Large Commercial team with client service, endorsements, audits, and renewals. This non-exempt role emphasizes accuracy, efficiency, and confidentiality in handling insurance processes.

Ideal candidates will have insurance experience, strong MS Office skills, and a proactive approach to client relationships. The position offers a hybrid schedule and comprehensive benefits.

Qualifications

• Strong communication and client service skills required.
• Proven ability to manage multiple tasks accurately.
• Experience in insurance industry preferred.
• Familiarity with MS Office applications (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Support Large Commercial team with endorsements, audits, renewals, certificates and invoicing.
• Lead renewal processes and assist with client portals and proposals.
• Review contracts to ensure appropriate coverages.
• Maintain client communications with a professional, service-oriented approach.
• Update client systems and process applications and changes.
• Ensure timely completion of forms and accuracy of data.
• Contribute to ongoing training and professional development.
• Build relationships with clients and internal stakeholders.
• Attend meetings and contribute to project timelines.

Skills

Communication

Client service

Detail-oriented

Time management

Team collaboration

Education

High School diploma or GED

Two- or four-year degree preferred

Tools

Microsoft Office

Job description

Senior Account Specialist

Regular Full-Time Denver, CO, US

TrueNorth is seeking a SeniorAccount Specialist to join our Risk Management team in Denver, CO. The primary responsibility of the Account Specialist is to provide consistent, timely and accurate service to support clients including insurance companies, producers and account manager teams. 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

Please be advised this position may close on or after 09/01/2026, without advance notice, should we receive a sufficient number of qualified applications.

In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be, performed in Colorado. Colorado Hiring Range: This position is a non-exempt role with a compensation of $23.00 - $28.85 per hour with a potential bonus of 7%. The pay will vary depending on your location, skills, and experience.

Essential Job Functions:

• Manage administrative and data-driven tasks to support the Large Commercial team, including processing endorsements, audits, and renewals, issuing certificates and Auto ID cards, and invoicing premiums and dividends.
• Lead client renewal process, assist with setting up client portals, preparing proposals, handling binding summaries, and completing various data entry projects.
• Review contracts to determine if policy offers appropriate coverages.
• Answer phones professionally, maintain a positive attitude, and provide high-quality client service, even in challenging interactions.
• Update client management systems, process applications and changes, and send proof of insurance to relevant parties.
• Follow up on incomplete applications and change forms to ensure timely completion.
• Manage special projects and meet deadlines while maintaining confidentiality of client and company information.
• Continuously expand industry knowledge through training, continuing education, and professional designations.
• Build and maintain strong relationships with clients, both internal and external.
• Attend client and market meetings, planning workshops, and stewardship meetings as needed.
• Organize time effectively to meet project, renewal, and service deadlines while demonstrating initiative in assuming new responsibilities.

Credentials:

• High School diploma or GED required, two or four-year degree 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 license within 30 days of employment

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 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.