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Account Specialist - Transportation

Company: Sentry
Location: Stevens Point
Posted on: September 24, 2022

Job Description:

Provides account support to Transportation direct writing sales associates in the areas of business development and retention as well as the overall service experience for insureds . Leverages knowledge of Transportation products and business area underwriting guidelines in prospecting and/or quoting new business opportunities as well as adding additional coverage(s) to existing accounts. Spearheads regular sales meetings in support of proactive marketing efforts, including the generation of reports and trend analyses of upcoming renewals, prospecting opportunities and other data to ensure on-going business development efforts result in desired premium and account completion goals.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 Transportation 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!What You'll DoAs a Transportation Account Specialist with Sentry, you'll provide support to our Account Executives for their existing and prospective clients by assisting with the overall service and retention of business. In addition, you'll:

  • 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.
  • Leverage knowledge of Transportation products and operational procedures to determine best course of action in addressing the service need.
  • Manage small commercial and non-trucking liability 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.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 required with knowledge of Transportation 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.What You'll ReceiveWe 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. At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
      • To best support our associates and our culture, Sentry is happy to offer flexibility through a scheduled work from home (Monday and Friday)/in office days (Tuesday through Thursday) after we begin to return to the office.
      • Generous Paid-Time Off plan for you to enjoy time out of the office.
      • 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
      • Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
      • Pretax Dependent Care and Health Expense Reimbursement Accounts to ease taxes on health spending.
      • Extensive Work-Life Resources to lend a helping hand.
      • Sentry Foundation gift matching program to encourage charitable giving.
      • Continue your education and career development through Sentry University (SentryU).How You'll ApplyIf you are interested in joining Sentry's team, select the one position that you are most interested in being considered for and complete your online application details. If you have applied with us before, you will only need to provide your email address and password. If this is your first time applying, you'll need to create an account. Please complete your application and upload your resume online.About SentryAll of us at Sentry-more than 4,000 associates-have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We're proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income.Our headquarters is in Stevens Point, Wisconsin, with claims and service 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.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. Get ready to own your future at Sentry. Opportunities await.Kasha Dombrowski Equal Employment OpportunitySentry 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.

Keywords: Sentry, Green Bay , Account Specialist - Transportation, Professions , Stevens Point, Wisconsin

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