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 P&C Commercial - Customer Services Rep. The role involves processing endorsement requests, preparing pre-renewal summaries, and performing various tasks assigned by 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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