Agency Placement Analyst jobs in United States
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Sentry · 2 hours ago

Agency Placement Analyst

Sentry is a leading mutual insurance company committed to providing exceptional service. They are seeking an experienced Agency Placement Analyst to process endorsements and certificates of insurance while supporting sales producers and underwriters with coverage inquiries.

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 OfficeCommunication skillsHuman relations skillsTechnical guidanceWisconsin Intermediary License

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 to help strengthen your financial future
Tuition Reimbursement program
Generous Paid-Time Off plan
Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits
Well-being and Employee Assistance programs
Gift matching program to encourage charitable giving

Company

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.

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Deering
Chief Technology Officer
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Todd Schroeder
Chief Administrative Officer and Chief Financial Officer/Treasurer
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Company data provided by crunchbase