Account Specialist - Transportation

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 health and medical benefits. 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!
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, 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 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
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
Maintain confidentiality of client and company information
Credentials:
High School diploma or GED required, two or four-year degree preferred
Experience managing high call volumes or similar workload required
One year of customer service experience is preferred
Experience in the insurance industry is preferred
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Ability to obtain L&H 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
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 the Corridor Business Journal as one of the Coolest Places to Work!