Transportation Account Specialist

About the role

The Account Specialist will provide consistent, timely, and accurate service to support transportation clients, carriers, and account management teams. TrueNorth values Exceptionalism, Collaboration, and Resourcefulness to serve clients, colleagues, and communities.

Responsibilities

• Deliver consistent, high-quality service to clients, providing timely and accurate service daily via email, phone, and other agency channels.
• 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.
• Aid in the client renewal process, including preparing renewal documentation and updating the agency management system.
• 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.
• Aid 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.

Requirements

• High school diploma or GED required; two- or four-year degree preferred.
• Experience in the insurance industry preferred.
• 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.

Qualifications

• Approachable — welcoming and friendly, making clients and colleagues feel comfortable and at ease.
• Detail-oriented, using thoroughness and accuracy to ensure correctness in every task.
• Team oriented – willing to step up and support the team when priorities shift or extra help is needed.
• Resourceful problem solver — able to independently track down answers, research similar situations, and work through challenges, while knowing when to loop in the team.
• Clear, effective communicator — verbal, written, and nonverbal.
• Trustworthy with confidential client and company information.
• Attuned to TrueNorth’s culture and values.
• Effective — gets things done in a timely manner.
• Focused, with the ability to concentrate on a task and see it through.
• Reliable follow-through — sees tasks all the way to completion.
• Consistently honest, trustworthy, and respectful in decisions and actions.
• A strong listener who receives information accurately and applies it consistently to their work.
• Organized, keeping work and files in good order.
• Professional — calm, respectful, and appropriate with colleagues and clients alike.

Skills That Matter

• Approachable
• Detail-oriented
• Team oriented
• Resourceful problem solver
• Clear, effective communicator
• Trustworthy
• Attuned to TrueNorth’s culture and values
• Effective
• Focused
• Reliable follow-through
• Consistently honest, trustworthy, and respectful
• A strong listener
• Organized
• Professional

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Flexible Time Off (RTO)
• 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