Account Specialist

Account Specialist

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 Stevens Point, WI Sentry office.

What You'll Do

• 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

What It Takes

• 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

What You'll Receive

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you'll work in office
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
• Meal Subsidy available for associates who report to an office
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.