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Account Specialist

3 months ago

Cedar Rapids, Iowa, United States True North Companies Full time
Job DescriptionJob DescriptionTrueNorth Companies is searching for an Account Specialist to join our service team in our Employee Benefits division. This position is located in our Cedar Rapids, IA office location.

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
  • 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

The primary responsibility of the Account Specialist is to service clients and manage a self-funded book of business with set roles and responsibilities to assist the account team.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

  • Receive incoming calls from clients and prospects; provide outstanding customer service as well as quote coverages
  • Maintain quality customer service with clients daily by providing consistent, timely and accurate service
  • Create and send proof of insurance for clients, lienholders, and other interested parties, as well as order ID cards
  • Monitor incoming faxes; process changes, additions, and deletions, as well as process new applications
  • Meet new and renewal or project deadlines as set between you and your Leader
  • 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
  • Prepare renewal spreadsheets where applicable
  • Complete paperwork associated with clients on a timely basis as established by agency standards
  • Prepare or assist in new policy delivery; evaluated by turnaround reports
  • Handle invoicing accurately and work with the finance or Account Manager on account discrepancies and in researching overpayment checks
  • Support quoting for new business, when applicable
  • Assist with client renewal process and update agency management system

CREDENTIALS

  • High School diploma or GED required, 2 or 4-year degree preferred
  • One year of customer service experience is preferred
  • Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
  • Ability to obtain appropriate licenses within 60 days of employment

SKILL REQUIREMENTS

  • Excellent verbal and written communication skills
  • Self-motivated individual with a growth mindset who thrives in a fast-paced, changing environment
  • Strong work ethic and commitment to professionalism and confidentiality
  • Collaborative team player
  • Ability to do repetitive work
  • Strong organizational and time management skills
  • Strong attention to detail and accuracy

Why should you join 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.

Join us