Account Specialist - Stevens Point, WI

Sentry Insurance•Stevens Point, WI

3d•Hybrid

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. This role is required to work standard hours of Monday - Friday from 8 AM - 4:30 PM CST and will follow Sentry's hybrid work model working out of the Stevens Point, WI office.

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 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

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
Meal Subsidy
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