Account Specialist-DW
| Company | Sentry Insurance |
|---|---|
| Location | Plover, WI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Associate’s |
| Experience Level | Mid Level |
Requirements
- Associate degree or equivalent work experience
- Minimum 2 years of related work experience
- Working knowledge of PC software applications
- Exceptional communication and organizational skills
- A specific focus on accuracy and attention to detail preferred
- Ability to multi-task and work independently in a fast-paced environment desired
- Knowledge of Sentry systems and processing
- Must obtain required licensing
- Property & Casualty license required
- If not currently licensed, must obtain within 4 months of hire date
Responsibilities
- Work closely with Underwriter Executives for determination of acceptability of the risk, services needed, and reviewing of completeness of submissions
- Handle complex transactions by gathering all necessary data from various sources, updating applicable systems, reviewing output for accuracy and completeness, and ensuring appropriate resolution
- Ensure that data and materials meet company standards for compliance, completeness, and quality
- Collaborate with agents or clients to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports, compiling information
- Respond to internal and external requests for action or information. Assess the request for completeness and adds account information as warranted before resolving or routing to the appropriate team. Document all activities in systems. Produce and delivers standard and custom reports as needed. Complete account cancellations as requested.
Preferred Qualifications
- A specific focus on accuracy and attention to detail preferred
- Ability to multi-task and work independently in a fast-paced environment desired
- Knowledge of Sentry systems and processing