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    ST

    Stephens Inc.

    Financial Services

    P&C Commercial - Customer Services Rep

    Birmingham, United StatesOn-SiteFull-time3+ yrs experience$42k – $62.2k / yearPosted 1mo ago
    All Stephens Inc. jobs

    Job description

    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.

    Job details are sourced from the employer's original posting.

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    About the company

    Stephens Inc.

    Stephens Inc. is a full-service, privately held financial services firm.

    View all Stephens Inc. jobs
    Industry
    Financial Services
    Open roles
    13

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