ESSENTIAL DUTIES AND RESPONSIBILITIES. This program will be hosted at our Little Rock headquarters. Over the course of 10 weeks, interns will gain exposure to the following. Client Service: Claims, Risk Management Consulting, Loss Control, Insurance Program Design, and Insurance Placement Strategy. Firm Operations: InsurTech, Finance, and Accounting Functions. Work alongside experienced client executives and specialists in each discipline. Gain e...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Data Management. Create and implement strategies and standards to improve data warehousing and reporting processes. Manage and monitor data collection procedures across clients, vendors, and team members. Facilitate data exchanges between carriers and vendors. Create and execute data validation and auditing practices to ensure data quality. Analysis. Organize and sort complex datasets. Analyze and interpre...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Creation, Implementation, Administration, and Maintenance of all Corporate Communication and Compliance systems and services. Works with other groups to drive implementation of new technologies. Microsoft 365 and Azure administration. Implement and maintain all aspects of applications used to govern user’s activities, as required by regulatory bodies. Ensure proper change management procedures are followed r...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Creation, Implementation, Administration, and Maintenance of all Corporate Communication and Compliance systems and services. Works with other groups to drive implementation of new technologies. Microsoft 365 and Azure administration. Implement and maintain all aspects of applications used to govern user’s activities, as required by regulatory bodies. Ensure proper change management procedures are followed r...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Assist Account Executives servicing existing and prospective customers by performing data entry of information, as well as other tasks related to client and/or their current policies. May be required to travel with Account Executive to meet with clients. Prepare submissions to insurance underwriting markets for review by Account Executive/Supervisor. Send submissions to insurance underwriting markets and neg...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Provide exceptional customer service and support all aspects of our client's personal insurance needs in a professional manner. Assist in the production of new high net worth accounts and the retention of renewing accounts. Perform annual reviews with clients providing stewardship reports, schedules, and proposals for insurance. Handle account maintenance, endorsements, invoicing, file setup and maintenance,...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Excelling in customer service by addressing all aspects of client insurance needs in a timely manner. Maintaining retention by conducting annual reviews with clients, providing stewardship reports, insurance schedules, and proposals, and managing pre-renewal activities for premier clients. Handling tasks such as endorsements, invoicing, file setup, and addressing any accounting issues arising from internal o...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Maintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis. Helps identify new business opportunities, upcoming product searches, and works closely with sales team members to further develop these opportunities. Ensure client servicing needs are met by providing monthly, quarterly and other reporting needs based on ...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Answer multi-line phone, direct incoming calls, take messages or provide general information. Provide routine information as appropriate such as provide callers with address, directions, and other basic information. Welcome visitors, escort them to meeting location or notify company contact of the arrival of guests, and offer refreshments. As required, prepare correspondence, schedule meetings, manage calend...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Perform administrative duties such as type memos, correspondence, reports and other documents, general department information handouts for employees and primary contact regarding departmental changes such as new employees, office moves, etc. Answer phones, take and deliver messages via email or transfer calls to voice mail when unassigned personnel are unavailable. Maintain files of both routine and confid...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Process and provide the following for Stephens Insurance clients. Endorsement requests. New and Renewal Business – bind, issue certificates, and Auto ID Cards. Daily Certificate Requests. Audits. Monthly Reports. Policy Booklets &/or electronic versions of policies. Prepare and issue pre-renewal summaries. Order Loss Runs & prepare premium & loss summaries. Perform other tasks as assigned by members of the...
ESSENTIAL DUTIES AND RESPONSIBILITIES. include the following. Other duties may be assigned. Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants and their clients over the phone and in-person professionally and respectfully. Discuss client goals and objectives with Financial Consultant to dete...
