Account Specialist - Transportation

TrueNorth Companies • Cedar Rapids, IA

10d • Hybrid

About The Position

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:

Requirements

• High School diploma or GED required, two or four-year degree preferred
• Experience managing high call volumes or similar workload required
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Ability to obtain L&H license within 60 days of employment
• 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

Nice To Haves

• One year of customer service experience is preferred
• Experience in the insurance industry is preferred

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED