Account Specialist Ii

Do you enjoy being part of a fast-paced team? Do you strive to provide an exceptional client experience? Do you desire an employer that will invest in your growth and development?

Our clients face great risks and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our client's 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.

TrueNorth Companies is searching for an Account Specialist II to join our service team in our Risk Management division. This is an in-office position in our Des Moines, IA location with the option for a Hybrid schedule.

The primary responsibility of the Account Specialist is to work within the Center of Excellence team to provide consistent, timely, and accurate service to support clients; including insurance companies, producers, and account manager teams.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

• Receive incoming calls from clients and prospects; provide outstanding customer service as well as quote coverages
• Maintain quality customer service with clients daily by providing consistent, timely and accurate service
• Create and send proof of insurance for clients, lienholders, and other interested parties
• Follow up with clients on incomplete applications and change forms
• 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
• Assist in client relationships for certain accounts or more complex client needs or issues
• 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
• Prepare renewal spreadsheets where applicable
• Prepare or assist in new policy delivery; evaluated by turnaround reports
• Handle invoicing accurately and work with the finance or Account Manager on account discrepancies and in researching overpayment checks
• Support quoting new business, when applicable
• Perform other duties as assigned

EDUCATION & EXPERIENCE

• High School diploma or GED required, 2 or 4-year degree preferred
• Experience in the insurance industry is preferred
• One year of customer service experience is preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Ability to obtain appropriate licenses within 30 days of employment

SKILL REQUIREMENTS

• Excellent verbal and written communication 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
• Ability to do repetitive work
• Strong organizational and time management skills
• Strong attention to detail and accuracy