What are the responsibilities and job description for the Customer Service Representative – Property & Casualty position at Stephens?
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 account team, including Account Manager, and management.
- High school, plus specialized schooling in this specific skill area and three years of experience interacting with agents, insurance companies, and policyholders. Experience in handling much of the paperwork related to insurance policies, such as policy applications and changes and renewals to existing policies
- Arkansas Property and Casualty