Sentry Insurance-posted 11 months ago
Full-time • Entry Level
Hybrid • Stevens Point, WI
5,001-10,000 employees
Insurance Carriers and Related Activities

This candidate would support 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. They would act on behalf of underwriters and sales producers, serve as a primary contact for customers, sales producers, and/or agents. This candidate would compile and/or shares policy and coverage information for assigned lines of business and customers. As well as ensure 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.

  • 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.
  • Work with placement agency 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.
  • Independently manage small commercial books of business based on defined scope within the assigned territories.
  • Create new and renewal applications to smaller businesses.
  • Maintain product and procedural knowledge of commercial lines.
  • Effectively review and explain coverages to customers.
  • Understand Sentry's appetite for risk and apply sound underwriting principles within defined authority.
  • Act as a 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.
  • 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 commercial insurance concepts and underwriting guidelines.
  • 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.
  • Presentation and selling skills are required.
  • Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction.
  • Flexibility through a scheduled Hybrid work model.
  • In-office workspace and materials for 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.
  • Tuition Reimbursement program.
  • Generous Paid-Time Off plan and Volunteer-Time off.
  • Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits.
  • Well-being and Employee Assistance programs.
  • Sentry Foundation gift matching program.
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