What are the responsibilities and job description for the Account Specialist II position at True North Companies?

Job Description

TrueNorth is seeking an Account Specialist II to join our Risk Management team in Denver, CO . The primary responsibility of the Account Specialist is to provide consistent, timely and accurate service to support clients including insurance companies, producers and account manager teams.

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

Please be advised this position may close on or after 03 / 15 / 2025, without advance notice, should we receive a sufficient number of qualified applications.

In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be, performed in Colorado. Colorado Hiring Range : This position is a non-exempt role with a compensation of $22.00 - $23.00 per hour with a potential bonus of 6%. The pay will vary depending on your location, skills, and experience.

Essential Job Functions :

Manage administrative and data-driven tasks to support the Large Commercial team, including processing endorsements, audits, and renewals, issuing certificates and Auto ID cards, and invoicing premiums and dividends.

Assist with setting up client portals, preparing proposals, handling binding summaries, and completing various data entry projects.

Answer phones professionally, maintain a positive attitude, and provide high-quality client service, even in challenging interactions.

Update client management systems, process applications and changes, and send proof of insurance to relevant parties.

Follow up on incomplete applications and change forms to ensure timely completion.

Manage special projects and meet deadlines while maintaining confidentiality of client and company information.

Continuously expand industry knowledge through training, continuing education, and professional designations.

Build and maintain strong relationships with clients, both internal and external.

Attend client and market meetings, planning workshops, and stewardship meetings as needed.

Organize time effectively to meet project, renewal, and service deadlines while demonstrating initiative in assuming new responsibilities.

Credentials :

High School diploma or GED required, two or four-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 license within 60 days of employment

Skills :

Strong articulation and professionalism in communication.

Effective collaboration and flexibility in teamwork.

Consistency and reliability in delivering high-quality work.

Detail-oriented with excellent organization and time management skills.

Ability to focus and self-motivate while multi-tasking.

Demonstrates a strong work ethic in all responsibilities.

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!

Salary : $22 - $23

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