Account Specialist
4 weeks ago
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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