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Full-Time

Account Specialist

Cso

Posted on 10/17/2024

Sentry Insurance

Sentry Insurance

1,001-5,000 employees

Consulting
Financial Services

Junior, Mid

Collinsville, IL, USA

Hybrid work model: Work from home on Monday and Friday; in-office Tuesday through Thursday.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
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.
Responsibilities
  • 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 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 (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.
  • 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.
  • Independently manage small commercial books of business based on defined scope within the assigned territories.
  • Primarily responsible for overall experience and retention of this book of business, along with pursuing additional sale opportunities.
  • Creates new and renewal applications to these smaller businesses.
  • Responsible for maintaining product and procedural knowledge of commercial lines.
  • Effectively review and explain coverages to customers.
  • Understand Sentry’s appetite for risk and is well-versed in commercial insurance, Sentry product offerings, and excess markets available to us.
  • Responsible for understanding quality of risks and applying sound underwriting principles within defined authority.
  • 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.
  • Monitor status of outstanding quotes, renewals, and policy changes.
  • Take ownership of the service team and overall service experience of the territories supported.
  • Answer inquiries promptly and maintains frequent contact with customers, agents and/or producers.

Company Stage

N/A

Total Funding

N/A

Headquarters

Stevens Point, Wisconsin

Founded

N/A

Growth & Insights
Headcount

6 month growth

2%

1 year growth

2%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Sentry's robust financial health, evidenced by its A+ rating and high Fortune 1000 ranking, provides a stable and secure working environment.
  • The company's expansion into new markets, such as marine cargo insurance, offers employees opportunities for career growth and development in emerging sectors.
  • Recognition as a top workplace for women and midsize employers indicates a supportive and inclusive company culture, enhancing employee satisfaction and retention.

What critics are saying

  • The integration of large acquisitions, like the $1.1 billion deal with American Family, could pose operational challenges and cultural integration issues.
  • Expansion into new markets, such as marine cargo insurance, may involve risks related to unfamiliar regulatory environments and market dynamics.

What makes Sentry Insurance unique

  • Sentry Insurance's consistent A+ rating from AM Best for 33 consecutive years underscores its superior financial stability and operational excellence, setting it apart from many competitors.
  • The company's strategic acquisitions and partnerships, such as the $1.1 billion deal with American Family and collaboration with Falvey Insurance Group, highlight its aggressive growth and diversification strategy.
  • Sentry's recognition as one of Newsweek's 2024 America's Greatest Workplaces for Women and Forbes' Best Midsize Employers reflects its strong commitment to workplace excellence and inclusivity.

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