Agency Placement Analyst

As an Agency Placement Analyst, you’ll process endorsements & certificates of insurance & answer questions from our sales producers & underwriters on coverage forms & exclusions. At Sentry, our business is built around people. We’re passionate about offering the best service to our customers and that spark begins with our team. So, we need an experienced and technically proficient insurance professional to join our team as a Placement Analyst to handle placement questions and assignments across our insurance product lines. The Parker Stevens Agency (PSA) acts as an agency placing business through brokers, MGA's, or directly with other insurance companies. PSA places insurance business that the companies within Sentry's complex do not normally write; and the parts of risks that Sentry declines for underwriting reasons. The business is placed through PSA by Sentry sales producers and is intended to help complete Sentry accounts or open doors to new accounts.

What You'll Do

As a Placement Analyst, you will:

• 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

What it Takes

• 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

What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment 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 to help strengthen your financial future.
• 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 to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. 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. Our headquarters is in Stevens Point, Wisconsin, with 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. Get ready to own your future at Sentry. Opportunities await! Casey Van Der Geest [email protected] 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. Apply tot his job Apply To this Job