ESSENTIAL DUTIES AND RESPONSIBILITIES
- Process and provide the following for Stephens Insurance clients :
- Endorsement requests New and Renewal Business bind, issue certificates, and Auto ID CardsDaily Certificate RequestsAuditsMonthly ReportsPolicy 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.
EDUCATION AND / OR EXPERIENCE
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
CERTIFICATES, LICENSES, REGISTRATIONS
- Arkansas Property and Casualty
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