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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.

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