Stephens · 2 days ago
Customer Service Representative
Little Rock, AR
Full-time
Onsite
Entry Level
1+ years expStephens is a company seeking a Customer Service Representative to assist with various client and advisor inquiries related to life insurance and annuities. The role involves responding to calls and emails, managing policy changes, and ensuring customer requests are handled promptly and accurately.
BankingFinanceFinancial Services
Responsibilities
Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance
Assist, review, submit and follow up on:
Title Changes: Ownership, POA, Beneficiary changes & Third party authorization
Agent of record changes, licensing, product, carrier requirements
Claims on life, annuity, LTC & LTC
Perform policy reviews
Assist with ACATs, withdrawals & surrenders
Run and request in force illustrations
EFT/modal changes
Reinstatements
Conversions
Assist in completing forms
Respond to customer requests in timely manner, provide information and resolve problems
Perform other tasks as assigned by management
Qualification
Required
Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance
Assist, review, submit and follow up on Title Changes: Ownership, POA, Beneficiary changes & Third party authorization
Assist, review, submit and follow up on Agent of record changes, licensing, product, carrier requirements
Assist, review, submit and follow up on Claims on life, annuity, LTC & LTC
Perform policy reviews
Assist with ACATs, withdrawals & surrenders
Run and request in force illustrations
EFT/modal changes
Reinstatements
Conversions
Assist in completing forms
Respond to customer requests in timely manner, provide information and resolve problems
Perform other tasks as assigned by management
College degree or equivalent workforce experience
Excellent verbal, written and organizational skills
Attention to detail with emphasis on accuracy and quality
Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
Establish and maintain effective working relationships at all levels of the organization
Ability to maintain confidentiality
Demonstrated reliability in attendance and work performance
Must be proficient with Microsoft Office Suite
Ability and Willingness to learn systems and industry
Existing insurance license or willingness to obtain insurance license within 6 months of employment
Preferred
Previous one year life and/or annuity insurance experience is preferred
Knowledge of life and annuity insurance products and industry is preferred
Company
Stephens
Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jason Fair
Senior Vice President
August B. Widmer
Investment Banking Vice President
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-12-22
2025-12-11
2025-12-11
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