P&C Commercial en Stephens Insurance

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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