P&C Commercial at Stephens Insurance
Stephens Insurance · Fayetteville, United States Of America · Onsite
- Professional
- Office in Fayetteville
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.
- Assist with RFPs, analysis, and client presentations.
- Review contracts as needed.
- Communicate with clients to assist them with questions, issues, or other needs.
- Order Loss Runs & prepare premium & loss summaries.
- Assist in executing client-related or operational special projects, events, and training.
- Gather and analyze data to support project goals.
- Help implement new systems, tools or processes to improve efficiency and service.
- Perform other tasks as assigned by members of the account or leadership 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
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