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Account Executive

3 months ago

West Des Moines, United States True North Companies Full time
Job DescriptionJob Description

Do you thrive on building and nurturing client relationships while driving innovative solutions? TrueNorth is seeking an Account Executive for our Transportation division. As an Account Executive, you'll have the opportunity to manage client projects, coordinate with teams to deliver exceptional service, and identify opportunities for growth across our firm. This role can be based in our Cedar Rapids, Des Moines, Denver, or Chicago offices.

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

A successful Account Executive will have the ability to demonstrate a high degree of competence in critical thinking, problem solving, and communication skills, while also displaying strong time management / prioritization abilities, in attention to accuracy & detail, a sense of urgency, and a desire to continually learn.

Essential Job Functions:

  • Create the client project plans and Master Service Agreement, along with accompanying Statement(s) of Work
  • Coordinate all services with relevant TrueNorth teams and ensures the execution of the project plan
  • Maintain and enhances the firm’s relationships with existing client decision makers by executing proactive, creatively, and ongoing interaction
  • Proactively make client aware of value-added services and actively identifies cross-selling/rounding out opportunities to be communicated to Lead/Servicing Producer, including all firm divisions
  • Make coverage recommendations/suggestions
  • Maintain and manage relationships with Strategic Partners as well as TrueNorth’s Production Team and Service Teams
  • Handle special requests, contract reviews or reports as designated by the client
  • Continuously seek to identify opportunities and solutions that allow for more effective and efficient delivery of a top-quality client experience in relation to new services, coverage, technologies, etc.
  • Coordinate stewardship plan and completion and delivery with the client
  • Coordinate the preparation of new and renewal proposal presentations with Producer, Account Manager, and/or Broker Team and assist in presentations to clients
  • Coordinate, discuss & manage client renewal strategy meeting with assistance of Broker/AM
  • Request information from clients for new business and coordinate the request of information for renewal business
  • Lead and deliver end-to-end client service, adhering to standardized policies, procedures, and Professional Service Standards
  • Perform other duties as assigned

Credentials:

  • A four-year degree or equivalent work experience preferred
  • Five years of experience in insurance is preferred
  • Appropriate licensing and delegations required
  • CPCU or CIC designation preferred
  • Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
  • Insurance industry terms and knowledge required
  • Experience maintaining fiduciary responsibility for company, client, and/or producer preferred

Skills:

  • Delivers precise, error-free work.
  • Gathers, interprets, and analyzes data to make decisions.
  • Communicates complex ideas clearly, both verbally and in writing.
  • Completes tasks with careful attention to details.
  • Adapts easily to changing priorities.
  • Maintains concentration and productivity on multiple tasks.
  • Works independently with minimal supervision.
  • Manages multiple responsibilities simultaneously without compromising quality.
  • Organizes and prioritizes tasks to ensure efficient workflow.
  • Leads projects from start to finish, meeting deadlines and goals.
  • Takes initiative and drives tasks forward.
  • Effectively manages time to balance tasks and meet deadlines.

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