P&C Commercial - Customer Services Rep

Stephens; Birmingham (AL); On-site; USD 42,000 - 62,200; Full time

Job summary

Stephens in Birmingham, Alabama is seeking a candidate to provide service to clients in insurance matters. You will communicate with customers regarding account issues and interact with underwriters to exchange necessary data.

The ideal applicant will have a high school diploma, a minimum of 3 years of related experience, and appropriate insurance licenses. The position offers a salary range of $42,000 to $62,200.

Qualifications

• 3+ years of related experience and/or training.
• Equivalent combination of education and experience.
• Appropriate insurance licenses in each state.

Responsibilities

• Process and provide endorsement requests for new and renewal business.
• Prepare and issue pre-renewal summaries.
• Order Loss Runs & prepare premium & loss summaries.
• Perform tasks assigned by the account team.

Skills

Microsoft Word

Excel

Typing

Alpha/Numeric Data Entry

PowerPoint

Education

High school diploma or GED

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.