This position will provide service to existing and prospective clients of Stephens Insurance. They will communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account. They will also interact with insurance company underwriters in addition to customers to gather data and exchange required information.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Process and provide endorsement requests:
New and Renewal Business - bind, issue certificates, and Auto ID Cards.
Daily Certificate Requests.
Audits.
Monthly Reports.
Policy Booklets.
Prepare and issue pre-renewal summaries.
Order Loss Runs & prepare premium & loss summaries.
Perform other tasks as assigned by members of the account team, including Account Manager, and management
EDUCATION AND/OR EXPERIENCE
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
REQUIRED TESTING
SALARY RANGE
$42,000-$62,200
For benefits information please visit https://www.stephens.com/careers/benefits.
We are an independent financial services firm with the freedom to focus on what matters most: building value for our clients. We are committed to establishing and maintaining long-term relationships based on integrity and trust and delivering long-term results based on deep research and independent thinking.