4 customer account professional jobs found in Stevens Point, WI

As a Renewal Underwriting Executive in our National Account business unit, you will provide consistent customized service through professional communication with customers and brokers. Sentry’s dedication to customers is embodied by our best employees. At Sentry, our associates take care of our customers with a passion for service and delivering business results. The primary responsibility is to retain accounts by developing and delivering a comprehensive stewardship process that fosters strong relationships with assigned National Accounts. The Renewal Underwriting Executive applies underwriting policy, philosophy and procedures to evaluate the acceptability of submitted or existing business.  The Renewal Underwriting Executive will serve the Chicago territory and will reside in the Madison, WI, Milwaukee, WI or Stevens Point, WI area. If the selected candidate resides in Stevens Point, WI they will report to our Division Street office location. Based on qualifications and...

Sentry is seeking a skilled administrative and operational support professional for our Investments department. This position will include manually entering data, generating reports, completing forms and compliance requests, and reviewing incoming mail. This role will also monitor trades to ensure correct allocations and work with brokers and/or custodian banks on settlement issues. What You'll Do As an Investments Operations Technician , you will: Monitor security trades for accurate allocations and settlements to ensure portfolio positions remain up to date.  Communicate with portfolio managers, brokers and custodian banks to resolve discrepancies in a timely manner. Input securities transactions and other applicable data into accounting, trading and investment management systems to ensure tea members have access to up-to-date information when making investment decisions that support strong returns.  Verifies transactions and holdings to ensure accuracy and...

Muse at Sentry is seeking a Part-time bartender with a passion to increase his/her knowledge of contemporary cocktails, beer, and wine. A professional and friendly demeanor is required. At Sentry, the best parts of our business come from our very own backyard. All across our organization, we work to cultivate homegrown talent; people like you are curious, hardworking, and always looking to improve. What You'll Do As a Bartender at Muse, you will: Greet guests, takes beverage orders, and prepare drinks as requested. Provide outstanding customer service to all customers and promotes a positive image of Sentry facilities. Maintain a high-level of knowledge in wine, beer, mixed drink recipes, and other beverages. Check identification of guests to verify the age requirement for purchase of alcohol. Maintain cleanliness and condition of bar, bar unit, tables, and other tools. Prepare and maintain freshest garnishes for drinks. Offer and service the full restaurant menu...

In our Finance-Statutory Reporting unit you will prepare and analyze financial statements and reports for Sentry management and ensure compliance with our external regulatory agencies. Advance your career and build your skills through an opportunity to work in Finance - Statutory Reporting.  You’ve got a passion for helping others and our goal is to turn that passion into action.  At Sentry, we care about delivering long-term results. Our associates embody this same future-focused approach – meeting challenges head-on and offering solutions and pricing that keeps customers coming back down the line. This opening can be filled at the Associate Financial Analyst or Financial Analyst level, dependent upon background and experience. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do...