Account Specialist

Sentry Insurance Agency•El Paso, TX

2d•Hybrid

About The Position

As an Account Specialist with Sentry, you will build positive relationships with customers and internal partners while supporting assigned accounts or regions. You will work standard hours Monday through Friday, 9:00 AM to 5:30 PM MST, under Sentry’s hybrid work model, based out of the El Paso, Texas office. The hybrid schedule offers optional work from home on Mondays and Fridays, with in-office work Tuesday through Thursday. The role serves as a primary point of contact for designated producers, customers, and agents. It provides service for existing accounts, supports new and renewal applications for smaller businesses, and coordinates with producers, underwriting, internal departments, and customers or agents to obtain underwriting requirements and documents. Account Specialists also identify opportunities for partner placement agencies and manage service needs such as quotes, renewals, policy changes, billing, and audits.

Requirements

Associate degree or equivalent work experience.
At least 2 years of related work experience.
Property & Casualty license required; candidates who are not currently licensed must obtain it within 120 days of hire.
Ability to interpret and apply internal practices, commercial insurance concepts, and underwriting guidelines.
Ability to work independently and manage time among competing priorities.
Ability to travel on a limited basis for team meetings and 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.
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, with knowledge of Commercial Lines products and/or underwriting guidelines.

Responsibilities

Serve as the primary point of contact and resource for designated producers, customers, and agents within the territory, building positive relationships with internal teams and external partners.
Partner with producers to service the existing book of business and identify opportunities for placement through Parker Stevens Agency or Hortica Brokerage.
Make detailed decisions while understanding associated business risks and consequences.
Own service-related items, including incoming customer calls, emails, and faxes about service needs, changes, questions, and problems.
Proactively ensure completion of service needs, including quotes, renewals, policy changes, urgent recommendations, billing, and audits.
Create new and renewal applications for smaller businesses.
Act as a liaison among sales producers, underwriting, other internal departments, customers, and agents to gather underwriting requirements and customer documents or signatures.

Benefits

Optional work from home on Mondays and Fridays, with office work Tuesday through Thursday.
Technology and tools for office and home workspaces.
Depending on location, an on-site cafeteria stipend or meal allowance.
Sentry University and tuition reimbursement.
Group medical, dental, and vision insurance.
Parental leave and caregiver leave.
Pet insurance.
Wellness resources.
HSA, FSA, and Dependent Care FSA options.
Paid Time Off.
Paid Volunteer Time Off.
401(k) with a 100% company match on the first 8% contributed each pay period; funds vest immediately.
A dining stipend or meal allowance may be available depending on location.