Account Specialist CL

Sentry Insurance; Stevens Point (WI); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Vision insurance

Parental leave

Paid time off

Tuition reimbursement

401(k)

Remote work

Job summary

Sentry Insurance in Stevens Point, WI is seeking an Account Specialist to build relationships with customers and internal partners while delivering proactive service across assignments. This hybrid role supports in-office collaboration and remote work options, with schedules Monday–Friday from 8:00 AM to 4:30 PM.

You will work with producers, underwriting, and other departments to service accounts, handle inquiries, and support quotes, renewals, and policy changes.

Qualifications

• 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 travel on a limited basis to attend team meetings and/or meet prospects or current customers.

Responsibilities

• Serve as primary point of contact for designated producers, customers, and agents within the territory.
• Partner with producers to service existing book and identify opportunities for partner placement.
• Make detailed decisions and understand business risks and consequences.
• Act as owner of all service-related items including calls, emails, and faxes.
• Provide proactive service needs to ensure completion (quotes, renewals, policy changes, billing, audits).
• Create new and renewal applications for smaller businesses.
• Coordinate gathering underwriting requirements and customer documents/signatures.

Skills

Relationship building

Customer service

Time management

Education

Associate degree or equivalent

Job description

vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), remote work

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. This role is required to work standard hours of Monday - Friday from 8 AM - 4:30 PM. This role will follow Sentry's hybrid work model and can work out of Davenport, Iowa or the Strongs Stevens Point, WI Sentry office.

What You'll Do

• 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

What it Takes

• 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

Here is what you can look forward to as part of our team:

At Sentry, your total rewards go beyond competitive compensation. We're committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future: We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back: Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We're proud to be recognized for the culture we've built, earning spots on Forbes' lists for America's Best Midsize Employers and Best Employers for New Grads, as well as Newsweek's America's Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.

Building on a Legacy

Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.

Your Career, Our Community

Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Equal Employment Opportunity

Sentry 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.