This position will provide service to existing and prospective clients of Stephens Insurance. They will communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account. They will also interact with insurance company underwriters in addition to customers to gather data and exchange required information.
ESSENTIAL DUTIES AND 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
EDUCATION AND/OR EXPERIENCE
- High school diploma or general education degree (GED).
- 3+ years of related experience and/or training.
- Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
- Appropriate insurance licenses in each state where business is being solicited.
REQUIRED TESTING
- Microsoft Word
- Excel
- Typing
- Alpha/Numeric Data Entry
- PowerPoint
SALARY RANGE
$42,000-$62,200
For benefits information please visit https://www.stephens.com/careers/benefits.
Equal Opportunity EmployerThis 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.
Skills Required
- High school diploma or GED
- 3 or more years of related experience and/or training
- Appropriate insurance licenses in each state where business is solicited
- Pass Microsoft Word testing
- Pass Microsoft Excel testing
- Pass typing testing
- Pass alphanumeric data entry testing
- Pass Microsoft PowerPoint testing
Stephens Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stephens and has not been reviewed or approved by Stephens.
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Healthcare Strength — Health coverage includes medical, dental, vision, and prescription benefits plus telemedicine, with employer‑paid life, AD&D, and long‑term disability and optional short‑term disability. Wellness incentives and an Employee Assistance Program extend support beyond core medical coverage.
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Retirement Support — A 401(k) profit‑sharing plan provides employer‑supported retirement savings. The benefit is positioned as a core component of the total package.
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Leave & Time Off Breadth — Paid vacation, sick leave, and holidays are provided alongside paid parental leave. Paid maternity leave for disability related to pregnancy and childbirth further expands time‑off coverage.
Stephens Insights
What We Do
Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
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