P&C Commercial - Customer Services Rep

Stephens Inc

Little Rock, AR

JOB DETAILS
SALARY
$42,000–$62,200 Per Year
SKILLS
Customer Support/Service, Customer/Client Research, Data Entry, Insurance, Insurance Underwriting, Microsoft PowerPoint, Microsoft Word, Sales Management, Sales Prospecting, Typing
LOCATION
Little Rock, AR
POSTED
30+ days ago

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

  • High school diploma or general education degree (GED).
  • 3+ years of related experience and/or training.
  • Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

  • Appropriate insurance licenses in each state where business is being solicited.

REQUIRED TESTING

  • Microsoft Word
  • Excel
  • Typing
  • Alpha/Numeric Data Entry
  • PowerPoint

SALARY RANGE

$42,000-$62,200

For benefits information please visit https://www.stephens.com/careers/benefits.

About the Company

S

Stephens Inc

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.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1933
WEBSITE
https://www.stephens.com/