Senior Account Specialist - CSG

Key Responsibilities

• Provide consistent, timely, and accurate service to internal and external clients
• Receive and respond to client and prospect inquiries; assist with quoting coverages when applicable
• Create and distribute certificates of insurance and other policy documentation
• Follow up on incomplete applications and change requests
• Support new business and renewal processes, including preparation of renewal materials
• Afford policy delivery and meet established turnaround expectations
• Coordinate invoicing and support resolution of account discrepancies
• Attend internal meetings, client meetings, and market discussions as needed

Qualifications

• High school diploma or GED required; 2‑or 4-year degree preferred
• One year of experience in insurance industry is required
• One year of customer service experience is required
• Licenses required
• Proficiency with Microsoft Office (Word, Excel, Outlook; basic PowerPoint)

Skills & Attributes

• Strong verbal and written communication skills
• Detail-oriented with excellent organizational and time-management abilities
• Collaborative team player with a strong work ethic
• Comfortable with repetitive tasks and process-driven work
• Professional, confidential, and client-focused
• Self-motivated with a growth mindset and desire to continue developing within TrueNorth