Customer Service Representative – Property & Casualty jobs in United States
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Stephens · 1 hour ago

Customer Service Representative – Property & Casualty

Stephens is a company focused on providing insurance solutions, and they are seeking a Customer Service Representative to support their insurance clients. The role involves processing endorsement requests, preparing renewal summaries, and other account-related tasks as assigned.

BankingFinanceFinancial Services

Responsibilities

Process and provide the following for Stephens Insurance clients:
Endorsement requests
New and Renewal Business – bind, issue certificates, and Auto ID Cards
Daily Certificate Requests
Audits
Monthly Reports
Policy Booklets &/or electronic versions of policies
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

Customer ServiceInsurance KnowledgeArkansas PropertyCasualty LicensePolicy ManagementDocumentation Skills

Required

High school, plus specialized schooling in this specific skill area and three years of experience interacting with agents, insurance companies, and policyholders
Experience in handling much of the paperwork related to insurance policies, such as policy applications and changes and renewals to existing policies
Arkansas Property and Casualty

Company

Stephens

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Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.

Funding

Current Stage
Late Stage

Leadership Team

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Jason Fair
Senior Vice President
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August B. Widmer
Investment Banking Vice President
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