Account Specialist II

TrueNorth Companies•Cedar Rapids, IA

2d•Hybrid

About The Position

TrueNorth Companies is seeking an Account Specialist II to join its Risk Management team in the Cedar Rapids, Iowa office. The role works within an account team to provide high-quality client service while developing deeper technical and industry knowledge. The position supports client relationships and account servicing, including policy documentation, renewals, invoicing, and quoting activities. A hybrid work schedule is offered.

Requirements

High school diploma or GED required.
Proficiency with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Ability to obtain appropriate licenses within 30 days of employment.
Strong verbal and written communication skills.
Detail-oriented, with excellent organizational and time-management abilities.
Collaborative team player with a strong work ethic.
Comfortable with repetitive tasks and process-driven work.
Professional, confidential, and client-focused.
Self-motivated, with a growth mindset and desire to continue developing within TrueNorth.

Nice To Haves

Two- or four-year degree preferred.
Experience in the insurance industry preferred.
One year of customer service experience preferred.
One year of experience with an agency management system or CRM preferred, preferably EPIC.

Responsibilities

Receive incoming calls from clients and prospects, provide customer service, and quote coverages.
Provide clients with consistent, timely, and accurate daily service.
Create and send proof of insurance to clients, lienholders, and other interested parties.
Follow up with clients regarding incomplete applications and change forms.
Develop industry and job knowledge through continuing education, maintaining or attaining designations, and agency training.
Build and maintain strong relationships with internal and external clients.
Meet new-business, renewal, and project deadlines established with the employee’s Leader.
Plan and organize work to complete assignments and projects on time with appropriate content and organization.
Expand knowledge by taking on new department responsibilities, participating in projects, and servicing more complex accounts.
Attend market or client discovery meetings, planning workshops, client progress meetings, and/or stewardship meetings.
Assist with client relationships for certain accounts and more complex client needs or issues.
Prepare renewal spreadsheets where applicable.
Prepare or assist with new policy delivery.
Handle invoicing accurately and work with Finance or the Account Manager to resolve account discrepancies and research overpayment checks.
Support quoting new business when applicable.
Perform other duties as assigned.