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David Careers

Account Specialist

Posted 8 days ago

truenorth companiesCedar Rapids (IA)
Customer Service RepresentativesInsurance Agencies and Brokerages

SENIORITY

Junior

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About the role

Account Specialist TrueNorth is seeking an Account Specialist with strong customer service and call-handling experience to join our Transportation team in Cedar Rapids, IA. The ideal candidate is a quick learner who is comfortable working in a fast-paced environment, managing high call volume, and navigating multiple systems while servicing transportation clients. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart! 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! TrueNorth offers a lineup of excellent benefits to all full-time employees, including: Annual Bonus Medical, Dental, Vision, Life, and Disability Insurance 401(k) with Company Contributions Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays Paid Volunteer Time Off and Donation Match Program Tuition reimbursement and paid certifications, licenses, designations Employee Assistance Program (EAP) and wellness program with financial incentives Hybrid Work Schedule$3,000 Referral Bonus
Essential Job Functions:
  • Answer incoming calls professionally and efficiently, handling an average of 40-60 calls per day to support client service needs
  • Maintain quality customer service with clients daily by providing consistent, timely and accurate service
  • Maintain and update client management systems as necessary
  • Manage requests such as processing applications, making policy changes, etc.
  • Create and send proof of insurance for clients, lienholders, and other interested parties
  • Increase industry and job knowledge as measured by attendance at continuing education, attaining, or updating designations, and participation in other agency training offerings
  • Assist in building and maintaining 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
  • Review applicable incoming carrier and/or client documentation for accuracy and process within agency standards
  • 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
  • Regular and reliable attendance, including physical presence in assigned TrueNorth office location
Credentials:
  • High School diploma or GED required, two or four-year degree preferredExperience managing high call volumes or similar workload required
  • One year of customer service experience is preferredExperience in the insurance industry is preferredExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
  • Ability to obtain P&C license within 30 days of employment
Skills:
  • Excellent verbal communication and phone 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
  • Willingness to learn new skills and new industries
  • Ability to multitask
  • Strong organizational and time management skills
  • Strong attention to detail and accuracy
  • Ability to work well independently
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 the Corridor Business Journal as one of the Coolest Places to Work! 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!

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