Personal Lines Account Specialist

TrueNorth Companies • Denver, CO

3d • Hybrid

About The Position

TrueNorth is seeking an Account Specialist to join our Personal Lines team in Denver, CO; Rosemont, IL; West Des Moines, IA; or Cedar Rapids, IA. This role provides support across Personal Lines account management and the administration of life and health insurance products, helping deliver exceptional service to clients and internal stakeholders. 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! Please be advised this position may close on or after 09/10/2026, without advance notice, should we receive a sufficient number of qualified applications. About TrueNorth Companies: Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For over 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!

Requirements

• High School diploma or GED required
• One year of customer service experience is preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Ability to obtain P&C license within 30 days of employment if not already licensed

Nice To Haves

• two or four-year degree preferred
• Property and Casualty license preferred
• Experience in the insurance industry is preferred

Responsibilities

• Update client management and carrier systems as needed, entering quotes and processing endorsements and mortgagee changes
• Follow-up with clients on incomplete applications and change forms
• Complete any special projects assigned by the expected deadline
• 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
• Attend market or client discovery meetings, planning workshops, client progress meetings and/or stewardship meetings
• Review incoming applications and changes received via email, phone, fax, or mail and completed accurately and timely where applicable
• Input applications and change information into client management systems on a timely basis where applicable

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: Mid Level
• Education Level: High school or GED