Stephens
ESSENTIAL DUTIES AND RESPONSIBILITIES
Respond to client telephone calls and email messages, answering questions and providing customer service. Process and issue Certificates of Insurance and Auto ID cards. Assist account manager in processing invoices and other accounting tasks. Assist account manager in maintaining client statements of value. Assist with obtaining COPE data, loss data, and values for newly acquired properties, autos, and other exposures including international locations. Assist with all program renewals, specifically premium allocations, proposals, and assist in obtaining underwriting information. Check all policies, binders, and endorsements for accuracy and process. Assist Account Manager in quoting new locations and new business. Assist in reporting claims and provide backup for Risk Management, as required. Organize and maintain both electronic and paper files for all policies and underwriting information. Assist with certificates & contract reviews for clients. Assist with monthly/quarterly reporting. Performs other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE
Associate’s degree in a related field. 7+ years of related experience and/or training. Equivalent combination of education and experience.
#LI-DNI
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Respond to client telephone calls and email messages, answering questions and providing customer service. Process and issue Certificates of Insurance and Auto ID cards. Assist account manager in processing invoices and other accounting tasks. Assist account manager in maintaining client statements of value. Assist with obtaining COPE data, loss data, and values for newly acquired properties, autos, and other exposures including international locations. Assist with all program renewals, specifically premium allocations, proposals, and assist in obtaining underwriting information. Check all policies, binders, and endorsements for accuracy and process. Assist Account Manager in quoting new locations and new business. Assist in reporting claims and provide backup for Risk Management, as required. Organize and maintain both electronic and paper files for all policies and underwriting information. Assist with certificates & contract reviews for clients. Assist with monthly/quarterly reporting. Performs other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE
Associate’s degree in a related field. 7+ years of related experience and/or training. Equivalent combination of education and experience.
#LI-DNI
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.