Account Specialist
3 days ago
We are seeking a highly skilled and motivated Account Specialist to join our team at Sentry. As an Account Specialist, you will be responsible for providing dedicated support to our customers, serving as a primary point of contact for customers and our sales producers for defined territories.
Key Responsibilities- Serve as a relationship builder to connect with customers and account managers or agents to develop positive relationships.
- Be responsible for the overall service experience and retention of business within assigned accounts or regions.
- Act as a primary point of contact and resource for designated producer(s), customers, and/or agents within the territory.
- 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 (Parker Stevens Agency or Hortica Brokerage) 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.
- Provide necessary service and refers to sales producer(s) or agents when necessary.
- 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.
- Competitive compensation and benefits package.
- Opportunities for ongoing professional development and growth.
- Flexible work arrangements, including a hybrid work model.
- 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.
- Continued education and career development through Sentry University (SentryU) and utilization of 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.
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.
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