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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.
Job Responsibility:
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
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
Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction
What we offer:
Sentry is happy to offer flexibility through a scheduled Hybrid work model
In-office workspace and materials for your home office
Laptop provided prior to start
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
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
Generous Paid-Time Off plan
Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits