What are the responsibilities and job description for the P&C Commercial - Customer Services Rep position at Stephens Default?
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