TrueNorth Companies, L.C. · 1 week ago
Account Manager
Durant, IA
Full-time
Onsite
Mid LevelTrueNorth Companies, L.C. is a leading insurance and risk-management firm, and they are seeking an Account Manager to maintain relationships with clients and manage a portfolio of accounts. The role involves ensuring client satisfaction, retention, and growth through proactive communication and effective management of insurance needs.
Financial ServicesInsurance
Responsibilities
Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support
Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth
Monitor and report information from clients to ensure we are assisting in minimizing exposures
Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage
Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met
Embrace the tools provided including following established workflows & processes
Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
Maintain confidentiality of client and company information
Perform other duties, as assigned, appropriate to the position
Qualification
Required
Proven experience in customer service and/or customer relationship management
Desire to obtain license as required within 30 days of hire, if not currently licensed
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Ability to collect, analyze, and interpret insurance-related data
Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends
Preferred
Experience in the insurance industry
Exposure to agency management software tools, such as Epic
Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions
Benefits
Annual Bonus
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with Company Contributions
Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
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
Company
TrueNorth Companies, L.C.
TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.
Founded in 2001
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2.79MKey Investors
Women's Business Development Council
2022-09-14Grant· $2.79M
Leadership Team
Bill Teubel
Chief Financial Officer
Duane Smith
Executive Chairman
Recent News
Corridor Business Journal
2025-12-16
Corridor Business Journal
2025-12-02
Corridor Business Journal
2025-10-24
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