Account Specialist Risk Management

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 todays ever-changing complexities. Come join our amazing team!

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees including:

• 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
• $3000 Referral Bonus

Essential Job Functions:

• Answer phones professionally maintain a positive attitude and provide consistent high-quality service to clients daily even in challenging interactions.
• Update client management systems as needed and prepare and send proof of insurance to clients lienholders and other relevant parties.
• 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

Credentials:

• High School diploma or GED required two or four-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 P&C license within 30 days of employment

Skills:

• Strong articulation and professionalism in communication.
• Effective collaboration and flexibility in teamwork.
• Consistency and reliability in delivering high-quality work.
• Detail-oriented with excellent organization and time management skills.
• Ability to focus and self-motivate while multi-tasking.
• Demonstrates a strong work ethic in all responsibilities.

Why TrueNorth

We are a company focused on developing our people and growing the business. We offer a competitive benefit package wellbeing programs and incentives and a positive work culture.

TrueNorth is honored to be recognized by the Corridor Business Journal as one of the Coolest Places to Work!

Click here to view a video about TrueNorths Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of qualifications merit and business need and does not discriminate against any applicant on the basis of race color creed sex sexual orientation gender identity or expression age religion national origin citizenship status disability ancestry marital status veteran status medical condition or any other category protected local state or federal laws.

Apply today!