Account Specialist - Customer Service & Operations

Sentry Insurance • Stevens Point, WI

360d • Hybrid

About The Position

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.

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.
• 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.

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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees