Account Specialist-DW
1 week ago
Supports commercial lines (CL) operational and underwriting processes within guidelines by handling a variety of complex transactions and policy changes that support the review and acceptance/decline of new or renewal CL business. On behalf of underwriters and sales producers, serves as a primary contact for customers, sales producers, and/or agents. Compiles and/or shares policy and coverage information for assigned lines of business and customers. Ensures proper documentation and records management according to regulatory and Sentry standards and acts as a resource to less experienced members of the team and other Sentry business units.What You'll Do:As an Account Specialist, you will be responsible for specific territories utilizing your talents to:Work closely with Underwriter Executives for determination of acceptability of the risk, services needed, and reviewing of completeness of submissions.Handle complex transactions by gathering all necessary data from various sources, updating applicable systems, reviewing output for accuracy and completeness, and ensuring appropriate resolution.Ensure that data and materials meet company standards for compliance, completeness, and quality.Collaborate with agents or clients to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports, compiling information.Respond to internal and external requests for action or information. Assess the request for completeness and adds account information as warranted before resolving or routing to the appropriate team. Document all activities in systems. Produce and delivers standard and custom reports as needed. Complete account cancellations as requested.What it Takes:Associate degree or equivalent work experienceMinimum 2 years of related work experience.Working knowledge of PC software applicationsExceptional communication and organizational skillsA specific focus on accuracy and attention to detail preferred.Ability to multi-task and work independently in a fast-paced environment desired.Knowledge of Sentry systems and processingMust obtain required licensingProperty & Casualty license requiredIf not currently licensed, must obtain within 4 months of hire dateWhat You'll ReceiveAt Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that 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 programGenerous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time offGroup Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.Well-being and Employee Assistance programsSentry Foundation gift matching program to encourage charitable giving.About SentryWe 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 awaitSchanna Washington Equal Employment OpportunitySentry 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.
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