Account Specialist - Commercial Lines
Sentry Insurance, Stevens Point, Wisconsin, United States, 54481
What You’ll Do
As an Account Specialist with Sentry, you'll serve as a relationship builder to customers and internal partners to develop positive relationships with assigned accounts or regions.
Serve as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory. Act as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents to form positive relationships
Partners with producers to service existing book and identify opportunities for partner placement (Parker Stevens Agency or Hortica Brokerage)
Makes detailed decisions, and understands business risks and consequences of them
Serve as primary point of contact and owner of all service-related items, such as incoming customer calls, emails, and faxes regarding service needs, changes, questions, and problems
Provide proactive service needs to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, and audits
Creates new and renewal applications to these smaller businesses
Act as a relationship builder and liaison between sales producer, underwriting, other internal departments, and/or customers or agents in gathering of underwriting requirements and customer documents/signatures
What it Takes
Associate degree or equivalent work experience
2+ years of related work experience
Property & Casualty License required; if not currently licensed, must obtain within 120 days of hire
Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
Ability to interpret and apply internal practices, commercial insurance concepts and underwriting guidelines
Ability to work independently and able to manage individual time among competing priorities
Ability to travel on a limited basis to attend team meetings and/or to meet prospects or current customers
Strong PC skills and ability to quickly learn a variety of software applications
Composure, strong customer service skills and ability to build and maintain relationships is key
Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction
What You’ll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office
As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, Sentry will provide equipment for your home office prior to your start
Meal Subsidy available for associates who report to an office
401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving
About Sentry We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
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As an Account Specialist with Sentry, you'll serve as a relationship builder to customers and internal partners to develop positive relationships with assigned accounts or regions.
Serve as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory. Act as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents to form positive relationships
Partners with producers to service existing book and identify opportunities for partner placement (Parker Stevens Agency or Hortica Brokerage)
Makes detailed decisions, and understands business risks and consequences of them
Serve as primary point of contact and owner of all service-related items, such as incoming customer calls, emails, and faxes regarding service needs, changes, questions, and problems
Provide proactive service needs to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, and audits
Creates new and renewal applications to these smaller businesses
Act as a relationship builder and liaison between sales producer, underwriting, other internal departments, and/or customers or agents in gathering of underwriting requirements and customer documents/signatures
What it Takes
Associate degree or equivalent work experience
2+ years of related work experience
Property & Casualty License required; if not currently licensed, must obtain within 120 days of hire
Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
Ability to interpret and apply internal practices, commercial insurance concepts and underwriting guidelines
Ability to work independently and able to manage individual time among competing priorities
Ability to travel on a limited basis to attend team meetings and/or to meet prospects or current customers
Strong PC skills and ability to quickly learn a variety of software applications
Composure, strong customer service skills and ability to build and maintain relationships is key
Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction
What You’ll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office
As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, Sentry will provide equipment for your home office prior to your start
Meal Subsidy available for associates who report to an office
401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving
About Sentry We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
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