Account Specialist - CSO

Sentry Insurance•Stevens Point, WI

41d•Hybrid

About The Position

This role supports commercial lines (CL) operational and underwriting processes within guidelines by handling a variety of complex transactions and policy changes that support the review and acceptance/decline of new or renewal CL business. On behalf of underwriters and sales producers, serves as a primary contact for customers, sales producers, and/or agents. They help compile and/or share policy and coverage information for assigned lines of business and customers. They are regularly ensuring that proper documentation and records management according to regulatory and Sentry standards and acts as a resource to less experienced members of the team and other Sentry business units. 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. You'll be responsible for the overall service experience and retention of business within assigned accounts or regions. In addition, you'll: 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 producers, customers, agents, and team to form positive relationships. Assist sales producer or agent in maximizing his/her selling time by servicing existing book, assisting with cross-selling activities to meet account completion goals, or working with placement agency (Parker Stevens Agency or Hortica Brokerage) to insure risks that are unacceptable to Sentry. Provide significant business impact through identifying opportunities, making detailed decisions, and understanding risks and consequences of business decisions. 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. Proactively monitor service needs and other requests to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, audit, and other service items. Provide necessary service and refers to sales producer(s) or agents when necessary. Be knowledgeable of, and keep current on, procedures and policies, as well as appropriate state requirements. Work independently with excellent time management, organization, quality decision making, and communication. Independently manage small commercial books of business based on defined scope within the assigned territories. You'll be primarily responsible for overall experience and retention of this book of business, along with pursuing additional sale opportunities. Creates new and renewal applications to these smaller businesses. Responsible for maintaining product and procedural knowledge of commercial lines. Effectively review and explain coverages to customers. Understand Sentry's appetite for risk and is well- versed in commercial insurance, Sentry product offerings, and excess markets available to us. Responsible for understanding quality of risks and applying sound underwriting principles within defined authority. 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. Monitor status of outstanding quotes, renewals, and policy changes. Take ownership of the service team and overall service experience of the territories supported. Answer inquiries promptly and maintains frequent contact with customers, agents and/or producers.

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 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
Presentation and selling skills are required
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
Ability to interpret and apply commercial insurance concepts and underwriting guidelines for majority of positions

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 producers, customers, agents, and team to form positive relationships.
Assist sales producer or agent in maximizing his/her selling time by servicing existing book, assisting with cross-selling activities to meet account completion goals, or working with placement agency (Parker Stevens Agency or Hortica Brokerage) to insure risks that are unacceptable to Sentry.
Provide significant business impact through identifying opportunities, making detailed decisions, and understanding risks and consequences of business decisions.
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.
Proactively monitor service needs and other requests to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, audit, and other service items.
Provide necessary service and refers to sales producer(s) or agents when necessary.
Be knowledgeable of, and keep current on, procedures and policies, as well as appropriate state requirements.
Work independently with excellent time management, organization, quality decision making, and communication.
Independently manage small commercial books of business based on defined scope within the assigned territories.
Responsible for overall experience and retention of this book of business, along with pursuing additional sale opportunities.
Creates new and renewal applications to these smaller businesses.
Responsible for maintaining product and procedural knowledge of commercial lines.
Effectively review and explain coverages to customers.
Understand Sentry's appetite for risk and is well- versed in commercial insurance, Sentry product offerings, and excess markets available to us.
Responsible for understanding quality of risks and applying sound underwriting principles within defined authority.
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.
Monitor status of outstanding quotes, renewals, and policy changes.
Take ownership of the service team and overall service experience of the territories supported.
Answer inquiries promptly and maintains frequent contact with customers, agents and/or producers.

Benefits

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, you will receive prior to your start, Sentry will provide 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) 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.

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