
P&C Commercial - Customer Services Rep
Stephens Inc., Birmingham, AL, United States
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 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
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.
#J-18808-Ljbffr
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 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
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.
#J-18808-Ljbffr