Team Leader - Risk Management

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! TrueNorth is seeking a Team Leader to join our Professional Team within the Risk Management Division in our Cedar Rapids office!

The Team Leader is responsible for developing and implementing best-in-class client experience for Risk Management Accounts, as well as direct supervision of the Account Specialists.

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

Essential Job Functions:

• Provide leadership and direction for your team. Coach and coordinate the development of team members.
• Ensure the accuracy of the work of the employees under their direction and the quality of service provided to our clients
• Set, train and monitor quality and quantity standards for the team to include Professional Standard Review and data integrity
• Monitor processes/procedures for efficiency and quality, implement improvements for the team while being mindful of how they impact other teams, communicate and manage changes appropriately
• Continuously communicate with each team member, promoting and encouraging a positive team atmosphere
• Address team issues promptly, maintain a file of documentation for each employee, give appropriate feedback, counseling and conduct monthly 1:1 meetings
• Continuously seek to identify opportunities and solutions that allow for more effective and efficient delivery of world class client experience in relation to new services, coverages, technologies, etc.
• Receive, document and process all insured requests
• Round out accounts by recommending additional coverage as applicable. Conduct annual insurance reviews
• Answer client’s questions related to their coverages or policy status
• Review, document and process all carrier requests. Measured by feedback from carriers.
• Maintain electronic files accurately and consistently to agency standards
• Meet new and renewal or project deadlines as set by leader
• Build and maintain strong, long-lasting relationships with clients, both internal and external
• Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
• Other duties as assigned, appropriate to the position
• Assist with Quality Assurance processes
• Assign and direct the workflow of team members, and coordinate with other functional areas inside and outside the department.
• Responsible for staffing processes, including but not limited to; hiring, documenting performance, conducting performance reviews and the merit review process.
• Prepare and review all reports with data integrity and accuracy
• Work with department leaders and analysts to understand business requirements
• Partner with divisional leadership to understand, implement and monitor key initiatives that will enhance the client experience and improve team productivity
• Identify business initiatives that can improve the client experience and promote operational excellence
• Ensure clients and teams are abreast of new product and service offerings, capabilities and tools as they become available
• Ensure talent is on-boarded and trained to meet the requirements and expectations of the role
• Motivate, inspire, support, develop, and lead direct reports, while addressing concerns and coaching them, when necessary
• Perform other duties as assigned

Credentials:

• Two years of professional work experience is required
• Customer service experience is required
• Prior supervisory experience is preferred
• Experience with and knowledge of insurance terms and documents preferred
• Appropriate licenses and/or designation(s) required or ability to obtain within 90 days of employment; maintain annually
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• High School diploma or GED required, two or four-year degree preferred
• Licensing as required

Skills:

A successful team leader excels in analytics, making data-driven decisions to guide the team. Their commitment ensures dedication to achieving goals, while confidentiality builds trust within the team. Conflict resolution skills are essential for maintaining harmony, and coordination ensures smooth operations. Delegation enhances efficiency, allowing tasks to be distributed effectively.

Determination and flexibility help navigate challenges, maintaining focus and independence. Strong management and multi-tasking abilities are crucial for handling multiple projects simultaneously. Organization and planning ensure seamless execution of strategies. Positivity and problem-solving turn obstacles into opportunities, fostering a proactive approach.

Professionalism and self-motivation drive continuous improvement, setting a standard for excellence. Time management ensures deadlines are met, and a strong work ethic inspires the team to achieve their best.

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 today!