Commercial Insurance Client Services Specialist

Ultipro; Birmingham (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

Stephens Insurance is seeking a dedicated professional to serve current and prospective clients, handling questions, problems, changes, certificates, and other account-related requests. The role also involves interfacing with insurance underwriters to collect data and exchange required information.

The position emphasizes accurate data handling, client communication by phone or in person, and collaborating with the account team to ensure service excellence.

Qualifications

• High school diploma or GED is required.
• 3+ years of related experience and/or training.
• Equivalent combination of education and experience.

Responsibilities

• Process and provide endorsement requests including new and renewal business, certificates, and Auto ID Cards.
• Prepare and issue pre-renewal summaries.
• Order Loss Runs & prepare premium & loss summaries.
• Perform other tasks as assigned by account team, including Account Manager and management.

Skills

Customer service

Communication

Data gathering

Data exchange

Education

High school diploma or GED

3+ years related experience

Equivalent combination of education and experience

Tools

Microsoft Word

Excel

PowerPoint

Typing

Alpha/Numeric Data Entry

Job description

Stephens Insurance is seeking a dedicated professional to serve current and prospective clients, handling questions, problems, changes, certificates, and other account-related requests. The role also involves interfacing with insurance underwriters to collect data and exchange required information.

The position emphasizes accurate data handling, client communication by phone or in person, and collaborating with the account team to ensure service excellence.