Stephens · 4 hours ago
P&C Commercial - Customer Services Rep
Birmingham, AL
Full-time
Onsite
Mid Level
3+ years expStephens is a company seeking a Customer Services Rep to handle essential duties related to endorsement requests and client support. The role involves processing new and renewal business, preparing reports, and assisting the account team.
BankingFinanceFinancial Services
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
Qualification
Required
High school diploma or general education degree (GED)
3+ years of related experience and/or training
Equivalent combination of education and experience
Appropriate insurance licenses in each state where business is being solicited
Microsoft Word
Excel
Typing
Alpha/Numeric Data Entry
PowerPoint
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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