Account Specialist

4 weeks ago


Cedar Rapids, United States TrueNorth Companies Full time
Job DescriptionJob Description

TrueNorth Companies is looking for an Account Specialist to join our Risk Management team in our Cedar Rapids, IA office

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

Account Specialist – Cedar Rapids, IA

The primary responsibility of the Account Specialist is to work within an account team to provide consistent, timely, and accurate service to support clients; including insurance companies, producers, and account manager teams.

Essential Job Functions:

  • 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
  • Follow up with clients on incomplete applications and change forms
  • 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
  • Attend market or client discovery meetings, planning workshops, client progress meetings and /or stewardship meetings
  • Assist in client relationships for certain accounts or more complex client needs or issues
  • Prepare renewal spreadsheets where applicable
  • 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 new business, when applicable
  • Perform other duties as assigned

Credentials:

  • High School diploma or GED required, 2 or 4-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 appropriate licenses within 30 days of employment

Skills:



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