Account Specialist - Risk Management bei TrueNorth Companies

TrueNorth is seeking an Account Specialist to join our Risk Management team in Cedar Rapids or West Des Moines. The primary responsibility of the Account Specialist is to deliver consistent, timely, and accurate service to support clients, including insurance companies, producers, and account management teams.

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
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts
• Hybrid Work Schedule

Essential Job Functions:

• Answer phones professionally, maintain a positive attitude, and provide consistent, high-quality service to clients daily, even in challenging interactions.
• Update client management systems as needed, and prepare and send proof of insurance to clients, lienholders, and other relevant parties.
• 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
• 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 60 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 is honored to be recognized by Inc 5000's as a Fastest Growing Company!

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.

Apply today!