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Sentry · 6 hours ago

Agency Placement Analyst

Stevens Point, WI

Full-time

Hybrid

Entry Level

1+ years exp

Sentry is a leading mutual insurance company that prides itself on its commitment to customer service and employee satisfaction. They are seeking an Agency Placement Analyst to handle endorsements, certificates of insurance, and provide support to sales producers and underwriters. The role involves processing insurance applications and ensuring accurate policy placements across various insurance product lines.

Insurance

Responsibilities

Support the quote and renewal of policies placed through insurance brokers and directly with carriers

Develop quotes and place businesses with insurance carriers

Provide service on written insurance policies through the agency, including policy change notices, certificates of insurance, endorsements, and audits

Invoice new and renewal policies for agency-billed business

Evaluate new and renewal insurance applications submitted by sales producers for prompt and accurate placement or declination with excess and surplus lines markets or standard insurance markets

Gather proposed contracts, marketing materials, and provide input to the Operations Manager

Provide technical guidance and support to other staff members

Qualification

Insurance knowledgeAnalytical evaluationDistribution systemsMicrosoft OfficeIntermediary LicenseHuman relations skillsCommunication skills

Required

Bachelors Degree or equivalent work experience

1-3 years of related work experience

Ability to analytically evaluate insurance application information and make sound recommendations

Proficient knowledge of distribution systems and placement procedures of all insurance product lines

Demonstrated written and verbal communications skills and human relations skills that require a high degree of tact and diplomacy

Demonstrated proficiency in using personal computers and various software programs, including Microsoft Office products (Word, Excel)

Ability to obtain and maintain a Wisconsin Intermediary License for Property & Casualty and Life & Health

Benefits

Flexibility through a scheduled Hybrid work model

In-office workspace and materials for your home office

Meal Subsidy available for associates who report to an office

401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting

Education and career development through Sentry University (SentryU)

Tuition Reimbursement program

Generous Paid-Time Off plan

Volunteer-Time off

Group Medical, Dental, Vision, Life insurance

Parental leave

Health and Wellness benefits

Well-being and Employee Assistance programs

Sentry Foundation gift matching program

Company

Sentry

Glassdoor3.5

In 1904, members of the Wisconsin Retail Hardware Association founded their own insurance company—one built on mutual support, shared strength, and a commitment to service.

Founded in 1904

Stevens Point, WI, US

5001-10000 employees