Operations Technician Senior - Commercial Lines

Sentry Insurance Agency•Stevens Point, WI
•Hybrid

About The Position

The Operations Technician Senior supports commercial lines (CL) operational and underwriting processes within established guidelines. The role handles a range of basic to moderately complex policy transactions that support review and acceptance or decline of new and renewal commercial lines business. The team member assists underwriting, claims, sales producers, and agents by compiling or sharing policy and coverage information for assigned lines of business and customers. The position also ensures appropriate documentation and records management in accordance with regulatory requirements and Sentry standards. The role is based out of the Stevens Point, Wisconsin Strongs office, with optional work from home on Mondays and Fridays and in-office work Tuesday through Thursday. Sentry provides technology and tools for office and home workspaces.

Requirements

  • High school diploma or equivalent work experience.
  • Ability to communicate effectively and accurately, verbally and in writing.
  • Ability to interact with others and work in a team environment.
  • Organizational skills and ability to meet service standards and deadlines.

Nice To Haves

  • Associate degree preferred.
  • Experience supporting commercial lines insurance operations preferred.

Responsibilities

  • Respond to internal and external information requests, including email and phone inquiries, and explain plan details or processing requirements.
  • Document and maintain customer policy information; gather data from multiple sources, review it for accuracy, resolve issues, and ensure compliance and quality standards are met.
  • Process and release policy documentation, such as certificates of insurance, to customers or authorized parties, and document activities in internal systems.
  • Provide operational support by processing new and renewal transactions and policy updates.
  • Provide general administrative support, including participating in process improvement projects and quality audits.

Benefits

  • Dining stipend for use at an on-site cafeteria or a meal allowance, depending on location.
  • Tuition reimbursement and learning opportunities through Sentry University.
  • 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.
  • Technology and tools for office and home workspaces.
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