Account Specialist

Sentry Insurance Agency • Davenport, IA

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. This role will follow Sentry's hybrid work model and can work out of the Davenport, Iowa or Stevens Point, WI Sentry offices.

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 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

Nice To Haves

• Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines

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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree