Account Specialist-Commercial Lines
About The Position
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. You will serve as the primary point of contact and resource for designated producer(s), customers, and/or agents within the territory. You will act as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents to form positive relationships. You will partner with producers to service an existing book and identify opportunities for partner placement agency (Parker Stevens Agency or Hortica Brokerage). You will make detailed decisions, and understand business risks and consequences of them. You will serve as the 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. You will provide proactive service needs to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, and audits. You will create new and renewal applications for smaller businesses. You will 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.
Requirements
- 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
- 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
Nice To Haves
- Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
Responsibilities
- 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 agency (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.
Benefits
- Hybrid work model
- In-office workspace and materials for home office
- Laptop provided prior to start
- Equipment for home office provided
- 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
- Tuition Reimbursement program
- Generous Paid-Time Off plan
- Volunteer-Time off
- Group Medical, Dental, Vision, Life insurance
- Parental leave
- Health and Wellness benefits
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
