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

Job Description

TrueNorth is looking for an Account Specialist II to join our Risk Management team in West Des Moines, IA ! If you thrive in a fast-paced environment, have a passion for delivering outstanding customer service, and want to grow your career in the insurance industry, this could be the perfect fit. 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
401k with Company Contributions
Responsible Time Off (RTO)
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

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 60 days of employment

Skills :

Excellent verbal and written communication 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

Ability to do repetitive work

Strong organizational and time management skills

Strong attention to detail and accuracy

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!

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!

Apply for this job

Receive alerts for other Account Specialist II job openings

Account Specialist II

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

What is the career path for a Account Specialist II?

Job openings at True North Companies

Not the job you're looking for? Here are some other Account Specialist II jobs in the Des Moines, IA area that may be a better fit.

We don't have any other Account Specialist II jobs in the Des Moines, IA area right now.

AI Assistant is available now!