- Serve as the gateway for incoming customer and/or sales force service needs, changes, questions, and issues while effectively reviewing and explaining coverage items.
- Complete all agent additions, changes and/or terminations into agency management system (AMS) while overseeing maintenance of agency files.
- Manage small commercial accounts to ensure appropriate retention while also presenting new and renewal plans and recommendations for additional coverages for these smaller businesses.
- Communicate with sales, underwriting and operations to gather underwriting requirements and customer documents/signatures, monitor quote status, renewals and policy changes to ensure requests are fulfilled in timely manner.
- Maintain potential prospects, generate prospecting materials and proactively provide Account Executives with information to ensure sales goals are achieved.
- Troubleshoot and resolve system errors and escalate issues to appropriate individuals as needed.
- This position is not a producer role; this is not a sales position.
- 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 required with knowledge of insurance products and/or underwriting guidelines strongly preferred.
- Proficient in sales applications as well as other software
- 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.
- Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.
- As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
- Meal Subsidy available for associates who report to an office:
- Offices with a cafeteria, $5.00 daily stipend
- Offices without a cafeteria, $15.00 weekly stipend
- 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
- 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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Customer Account Specialist - Edwardsville, United States - Sentry
Description
Serves as a relationship builder to connect with customers and account managers or agents to develop positive relationships. Responsible for the overall service experience and retention of business within assigned accounts or region. Primary point of contact for customers, agents and/or sales producers in territory(ies). Serves as the main contact and account manager of small commercial customers based on defined scope. Performs underwriting based on guidelines and within authority levels for new and/or renewal business.You re passionate about working with people and delivering efficient results; so are we We value Account Specialists who can embody this passion by providing dedicated support to our customers. We want you to be a primary point of contact for customers and our sales producers for defined territories. You ll understand Sentry s desire to write high-quality, profitable risks and be well-versed in commercial insurance. You could be the next key player to support and contribute to the success of our team
Collaboration, teamwork, and relationships are key at Sentry. To best support our associates and our culture, Sentry is happy to offer flexible work through scheduled work from home days on Mondays and Fridays with in-office Tuesdays, Wednesdays & Thursdays.
What You ll Do:
As an Account Specialist with Hortica, a brand of Sentry Insurance, you ll provide support to our Account Executives and Independent Agencies for their existing and prospective clients by assisting with the overall service and retention of business. In addition, you ll:
What it Takes:
What You'll Receive:
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you ll receive.
About Sentry:
We take great pride in making Forbes list of America s Best Midsize Employers since 2017. 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
Nic La Rosa
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.