Placement Specialist-Parker Stevens Agency

Supports Direct Writer Sales through the evaluation of new and renewal insurance applications and the placement (or declination) of with excess and surplus lines or standard insurance markets for coverage needs or exposures for that do not meet Sentry underwriting guidelines or appetite. The Specialist typically focuses on more complex policies that are placed through one or multiple brokers or insurance companies.

What You'll Do

• Reviews new and renewal insurance applications submitted by Sentry sales associates for completeness and accuracy. Submits completed applications to available insurance markets for underwriting and quote. Works with insurance markets and the sales associate to gather any additional information required in the underwriting process.

• Prepares quotes, proposals, finance agreements, certificates of insurance, binders and other insurance documents and releases to Sentry sales associates for delivery to customers and prospective customers.

• Acts as a subject matter expert with Sentry sales associates on available markets, coverage forms, endorsements, exclusions, rating and proposals.

• Adheres to agency service standards. When capacity allows, supports team members in meeting service standards.

• Corresponds with Sentry sales associates through both phone calls and e-mail on a variety of insurance matters related to business quoted and written through the agency. Regular examples include policy renewal set-up and instructions and delinquent payment follow-up.

• Provides support to the Operations Supervisors in researching and developing new markets to meet the needs of Direct Writer.

• Supports the preparation and delivery of training sessions for other agency associates and Direct Writer associates on Parker Stevens Agency markets, processes and best practices. Training sessions may include classroom, online, conference calls or other media.

• Participates in project work, as needed. Examples include evaluating and maintaining agency work processes and procedures and agency communications.

• Maintains knowledge of various state and premium laws.

• Maintains all file documentation and records required by law.

• Performs other job-related duties requiring the same general knowledge, skills and degree of responsibility commensurate with assigned level.

What it Takes

• Bachelors Degree or equivalent work experience.

• 3+ years of related work experience preferred.

• Previous experience in a customer service environment with agency experience preferred.

• Strong oral and written communication skills.

• Knowledge and understanding of Sentry underwriting guidelines and philosophies. Ability to analytically evaluate insurance applicant information and make sound recommendations.

• Ability to work in a fast pace, continually changing environment.

• Proficiency with personal computer and software programs. Demonstrates a high level of proficiency in the PSA EPIC system and other Sentry systems, such as CRM and Microsoft Office applications.

• Maintains a Wisconsin Intermediary License for P&C and L&H.

What You'll Receive

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. 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 Apply

If 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 Sentry

All 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.

Thank you for your interest in Sentry!

Casey Van Der Geest

Casey.VanDerGeest@Sentry.com

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.