Transportation Account Specialist

TrueNorth Companies, L.C.; Cedar Rapids (IA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Annual Bonus

401(k) with Company Contributions

Paid holidays

Paid volunteering time off

Tuition reimbursement

Employee Assistance Program

Wellness program

Referral bonus

Job summary

TrueNorth is seeking an Account Specialist to join our Transportation team on-site in our Cedar Rapids, IA office. The primary responsibility is to provide consistent, timely, and accurate service to support transportation clients, carriers, and account management teams.

As you gain experience, the natural next step is Account Specialist II—taking on more responsibility—followed by Senior Account Specialist, with opportunities for internal growth across divisions and a focus on exceptional

Qualifications

• High School diploma or GED required; two- or four-year degree preferred.
• Experience in the insurance industry preferred.
• One year of customer service experience preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Property & Casualty license required within 30 days of start date.

Responsibilities

• Deliver consistent, high-quality service to clients daily via email, phone and other agency channels.
• Use a pooled approach to customer service across the Transportation team’s shared activities.
• Create and send proof of insurance for clients, lienholders, and other interested parties.
• Prepare or assist in policy delivery.
• Follow up with clients on incomplete applications and change forms.
• Assist with the client renewal process, including preparing renewal documentation and updating the agency management system.
• Review incoming carrier and client documentation for accuracy and process it within agency standards.
• Maintain and update client management systems as necessary.
• Prioritize work activities to ensure all tasks and projects are completed on time and with appropriate content and organization.
• Assist in building and maintaining strong, long-lasting relationships with clients, both internal and external.
• Grow your industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings.
• Expand your knowledge by assuming new responsibilities in the department or working on department projects.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned, with regular and reliable attendance.

Skills

Customer service

Attention to detail

Teamwork

Problem solving

Communication skills

Confidentiality

Time management

Education

High School diploma or GED

Degree preferred

Tools

Microsoft Office

Job description

TrueNorth is seeking an Account Specialist to join our Transportation team on-site in our Cedar Rapids, IA office. The primary responsibility of the Account Specialist is to provide consistent, timely, and accurate service to support transportation clients, carriers, and account management 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!

Where you start — and where you can go. This is an entry point into TrueNorth’s Transportation team, built around accuracy, responsiveness, and follow-through on the day-to-day work that keeps transportation clients properly covered and well served. As you gain experience and perform in this role, the natural next step is Account Specialist II — taking on more responsibility and more complex tasks with greater ownership — followed by Senior Account Specialist, where you’ll help oversee a small Account Manager book of business. TrueNorth encourages internal growth across all divisions, and colleagues who build strong transportation expertise and client relationships have a clear path toward Account Manager roles and beyond.

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, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

What You’ll Do

• Deliver consistent, high-quality service to clients, providing timely and accurate service daily via email, phone and other agency channels.
• Use a pooled approach to customer service, working across the Transportation team’s shared activities and tasks to meet client and service team member needs.
• Create and send proof of insurance for clients, lienholders, and other interested parties.
• Prepare or assist in policy delivery.
• Follow up with clients on incomplete applications and change forms.
• Assist with the client renewal process, including preparing renewal documentation and updating the agency management system.
• Review incoming carrier and client documentation for accuracy and process it within agency standards.
• Maintain and update client management systems as necessary.
• Prioritize work activities to ensure all tasks and projects are completed on time and with appropriate content and organization.
• Assist in building and maintaining strong, long-lasting relationships with clients, both internal and external.
• Grow your industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings.
• Expand your knowledge by assuming new responsibilities in the department or working on department projects.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned, with regular and reliable attendance.

Credentials

• High School diploma or GED required; two- or four-year degree preferred
• Experience in the insurance industry preferred
• One year of customer service experience preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Property & Casualty license required within 30 days of start date

Skills That Matter Here

• Approachable — welcoming and friendly, making clients and colleagues feel comfortable and at ease.
• Detail-oriented, using thoroughness and accuracy to ensure correctness in every task.
• Team oriented – willing to step up and support the team when priorities shift or extra help is needed.
• Resourceful problem solver — able to independently track down answers, research similar situations, and work through challenges, while knowing when to loop in the team.
• Clear, effective communicator — verbal, written, and nonverbal.
• Trustworthy with confidential client and company information.
• Attuned to TrueNorth’s culture and values.
• Effective — gets things done in a timely manner.
• Focused, with the ability to concentrate on a task and see it through.
• Reliable follow-through — sees tasks all the way to completion.
• Consistently honest, trustworthy, and respectful in decisions and actions.
• Strong listener who receives information accurately and applies it consistently to their work.
• Organized, keeping work and files in good order.
• Professional — calm, respectful, and appropriate with colleagues and clients alike.

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.