What are the responsibilities and job description for the Senior Account Specialist position at ADP Workforce Now?
The Senior Account Specialist will work within the Small Commercial Group to support and service clients with excellence. This role will require strong industry knowledge and customer service experience.
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!
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
- $3,000 Referral Bonus
Essential Job Functions:
- Receive and address client and prospect inquiries; deliver exceptional customer service and quote coverages
- Maintain high standards of customer service by providing consistent, timely, and accurate responses
- Generate and distribute proof of insurance documents for clients and other stakeholders
- Follow up on incomplete applications and change forms
- Continuously increase industry knowledge through continuing education and training
- Build and maintain strong relationships with both internal and external clients
- Meet deadlines for new and renewal business as set by leadership
- Organize work and projects to ensure timely completion with a focus on quality
- Take on new responsibilities and participate in departmental projects as needed
- Attend market or client meetings and assist in preparing presentations, when necessary
- Lead relationships for certain accounts or handle more complex client issues
- Prepare renewal spreadsheets and assist in new policy delivery as needed
- Manage invoicing accurately and assist with account discrepancies
- Support quoting new business when applicable
- Perform additional duties as assigned
Qualifications:
- High school diploma or GED required; 2- or 4-year degree preferred
- Insurance industry experience required
- One year of customer service experience required
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
- One year of experience with agency management system or CRM preferred, preferably EPIC.
- Ability to obtain necessary licenses within 30 days of taking on the role
Skills and Competencies:
- Strong verbal and written communication skills
- Self-motivated with a growth mindset and the ability to adapt to a fast-paced environment
- Strong work ethic with professionalism and confidentiality
- Team-oriented with strong collaboration skills
- Capable of handling repetitive tasks with accuracy
- Excellent organizational and time management skills
- High attention to detail
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 TrueNorth's 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 or reach out to HST with questions!