P&C Commercial - Customer Services Rep

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

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.

Qualifications

Licenses & Certifications

Required

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.