P&C Commercial - Customer Services Rep

Stephens
  • Birmingham, AL
  • $42,000–$62,200 Per Year
4 days ago

Job Description

Job Title

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

Qualifications

HIPAA Training

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Numbers & Facts

LocationBirmingham, AL
IndustryFinancial Services
Salary$42,000–$62,200 Per Year
Company Size1,000 to 1,499 employees
Year Founded1933
Websitehttps://www.stephens.com/

About Company

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.

Skills

  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Data Entryunmatched
  • Insuranceunmatched
  • Insurance Underwritingunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Typingunmatched

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