P&C Commercial - Customer Services Rep

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.

Stephens provides investment banking, wealth management, and financial advisory services.