Sentry Insurance LLP · 5 hours ago
Agency Placement Analyst
Sentry Insurance LLP is one of the largest mutual insurance companies in the United States, committed to offering excellent service to customers. The Agency Placement Analyst will process endorsements and certificates of insurance, support policy quotes and renewals, and provide technical guidance to staff members.
Financial Services
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
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
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
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
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving
Company
Sentry Insurance LLP
Funding
Current Stage
Growth StageCompany data provided by crunchbase