Account Specialist - Commercial Lines

Sentry Insurance AgencyEl Paso, TX
Hybrid

About The Position

As an Account Specialist with Sentry, you’ll serve as a relationship builder to connect with customers and account managers or agents to develop positive relationships. This position will report to our El Paso, TX office working in the Sentry hybrid model. Sentry takes great pride in making Forbes’ list of America’s Best Midsize Employers. The company was founded in 1904 and has a long track record of success, helping businesses succeed and protect their futures. Sentry is one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Headquartered in Stevens Point, Wisconsin, with offices throughout the U.S., Sentry offers a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Sentry values its associates, striving to provide the best possible service to business customers through conversations and relationships. The company extends this commitment to its associates, encouraging them to enjoy their time, share feedback, create goals, access professional development resources, and contribute to both personal and company success. Sentry emphasizes working with purpose and understanding that there’s more to life than work.

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

  • Preferred to be bilingual (Spanish)
  • 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

  • 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
  • In-office workspace and materials for your home office
  • Laptop and equipment for your home office
  • 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)
  • Tuition Reimbursement program
  • Generous Paid-Time Off plan for you to enjoy time out of the office
  • Volunteer-Time off
  • Group Medical, Dental, Vision, Life insurance
  • Parental leave
  • Health and Wellness benefits to encourage a healthy lifestyle
  • Well-being and Employee Assistance programs
  • Sentry Foundation gift matching program to encourage charitable giving

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

501-1,000 employees

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