Account Specialist

TrueNorth Companies•Cedar Rapids, IA

3d•Hybrid

About The Position

TrueNorth is seeking an Account Specialist to join its Transportation team in Cedar Rapids, Iowa. The role supports transportation clients through high-volume call handling, client service, administrative processing, and maintenance of client management systems. The ideal candidate is a quick learner who is comfortable working in a fast-paced environment, managing multiple systems, and delivering accurate, timely service. The position requires regular, reliable attendance and physical presence at the assigned TrueNorth office location. TrueNorth describes its core values as Exceptionalism, Collaboration, and Resourcefulness, and seeks candidates who are hungry, humble, and smart. The company provides risk management, employee benefits, and personal financial strategies to clients.

Requirements

High school diploma or GED.
Experience managing high call volumes or a similar workload.
Ability to obtain a Property and Casualty (P&C) license within 30 days of employment.
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Excellent verbal communication and phone skills.
Self-motivation and a growth mindset, with the ability to thrive in a fast-paced, changing environment.
Strong work ethic and commitment to professionalism and confidentiality.
Collaborative approach and ability to work well independently.
Willingness to learn new skills and new industries.
Ability to multitask.
Strong organizational and time-management skills.
Strong attention to detail and accuracy.

Nice To Haves

Two-year or four-year degree.
One year of customer service experience.
Experience in the insurance industry.

Responsibilities

Answer incoming calls professionally and efficiently, handling an average of 40–60 calls per day to support client service needs.
Provide clients with consistent, timely, and accurate customer service.
Maintain and update client management systems as needed.
Manage requests, including processing applications and making policy changes.
Create and send proof of insurance to clients, lienholders, and other interested parties.
Develop industry and job knowledge through continuing education, designations, and agency training.
Help build and maintain strong relationships with internal and external clients.
Meet new, renewal, and project deadlines established with the team leader.
Organize work and projects in advance to ensure timely completion with appropriate content and organization.
Review applicable carrier and client documents for accuracy and process them according to agency standards.
Expand knowledge by taking on new responsibilities or working on department projects.
Maintain confidentiality of client and company information.
Maintain regular and reliable attendance, including physical presence at the assigned TrueNorth office.