Account Specialist

5 days ago


Edwardsville, Illinois, United States Sentry Full time
About the Role

We are seeking a highly motivated and experienced Account Specialist to join our team at Sentry. As an Account Specialist, you will be responsible for building and maintaining strong relationships with our customers and account managers, providing exceptional service and support to ensure the retention of business within assigned accounts or regions.

Key Responsibilities
  • Serve as primary point of contact and resource for designated producers, customers, and/or agents within the territory.
  • Act as a relationship builder by using a combination of soft skills to connect with producers, customers, agents, and team to form positive relationships.
  • Assist sales producer or agent in maximizing his/her selling time by servicing existing book, assisting with cross-selling activities to meet account completion goals, or working with placement agency to insure risks that are unacceptable to Sentry.
  • Provide significant business impact through identifying opportunities, making detailed decisions, and understanding risks and consequences of business decisions.
  • 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.
  • Proactively monitor service needs and other requests to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, audit, and other service items.
  • Be knowledgeable of, and keep current on, procedures and policies, as well as appropriate state requirements.
  • Work independently with excellent time management, organization, quality decision making, and communication.
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 commercial insurance concepts and underwriting guidelines for majority of positions.
  • 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.
  • Presentation and selling skills are required.
  • Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction.
What We Offer
  • Scheduled Hybrid work model with flexibility to work from home two days a week.
  • Meal Subsidy for associates who report to an office.
  • 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting.
  • 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.

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