Account Specialist - Stevens Point, WI

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. This role is required to work standard hours of Monday - Friday from 8 AM - 4:30 PM CST and will follow Sentry's hybrid work model working out of the Stevens Point, WI office.

What You’ll Do

Serve as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory, acting as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents to form positive relationships.

Partner with producers to service existing book and identify opportunities for partner placement agency (Parker Stevens Agency or Hortica Brokerage).

Make detailed decisions and understand business risks and consequences.

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 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 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

Flexibility through a scheduled Hybrid work model: Monday & Friday from home, Tuesday‑Thursday in office.

In‑office workspace and home‑office equipment provided prior to start.

Meal subsidy for associates who report to an office.

401(k) plan with dollar‑for‑dollar match on first eight percent plus immediate vesting.

Tuition reimbursement through Sentry University.

Generous paid‑time‑off plan and volunteer‑time off.

Group medical, dental, vision, life insurance, parental leave, and health & wellness benefits.

Employee assistance programs.

Sentry Foundation gift‑matching program.

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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