Account Specialist

About the role

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 Davenport, Iowa or the Strongs Stevens Point, WI Sentry office.

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.
• Serves 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.
• Proactively serves to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, and audits.
• Creates new and renewal applications to these smaller businesses.
• Serves 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.

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
• Able to balance multiple priorities in a fast-paced work environment and work independently with little direction

Qualifications

• 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
• Able to balance multiple priorities in a fast-paced work environment and work independently with little direction

Skills

• 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
• Able to balance multiple priorities in a fast-paced work environment and work independently with little direction

Benefits

• Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources.
• Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.

Pay

Competitive compensation package with a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.

Schedule

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 Davenport, Iowa or the Strongs Stevens Point, WI Sentry office.