Transportation Account Specialist

TrueNorth Companies • Cedar Rapids, IA

13d • Onsite

About The Position

TrueNorth is seeking an Account Specialist to join our Transportation team on-site in our Cedar Rapids, IA office. The primary responsibility of the Account Specialist is to provide consistent, timely, and accurate service to support transportation clients, carriers, and account management teams. 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! Where you start — and where you can go. This is an entry point into TrueNorth’s Transportation team, built around accuracy, responsiveness, and follow-through on the day-to-day work that keeps transportation clients properly covered and well served. As you gain experience and perform in this role, the natural next step is Account Specialist II — taking on more responsibility and more complex tasks with greater ownership — followed by Senior Account Specialist, where you’ll help oversee a small Account Manager book of business. TrueNorth encourages internal growth across all divisions, and colleagues who build strong transportation expertise and client relationships have a clear path toward Account Manager roles and beyond. 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!

Requirements

• High School diploma or GED required
• One year of customer service experience preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Property & Casualty license required within 30 days of start date

Nice To Haves

• two- or four-year degree preferred
• Experience in the insurance industry preferred

Responsibilities

• Deliver consistent, high-quality service to clients, providing timely and accurate service daily via email, phone and other agency channels.
• Use a pooled approach to customer service, working across the Transportation team’s shared activities and tasks to meet client and service team member needs.
• Create and send proof of insurance for clients, lienholders, and other interested parties.
• Prepare or assist in policy delivery.
• Follow up with clients on incomplete applications and change forms.
• Assist with the client renewal process, including preparing renewal documentation and updating the agency management system.
• Review incoming carrier and client documentation for accuracy and process it within agency standards.
• Maintain and update client management systems as necessary.
• Prioritize work activities to ensure all tasks and projects are completed on time and with appropriate content and organization.
• Assist in building and maintaining strong, long-lasting relationships with clients, both internal and external.
• Grow your industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings.
• Expand your knowledge by assuming new responsibilities in the department or working on department projects.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned, with regular and reliable attendance.

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, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

What This Job Offers

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