Transportation Account Specialist: Client Services

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 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