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P&C Commercial - Customer Services Rep

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Ultipro
Full Time position
Listed on 2026-10-05
Job specializations:
  • Insurance
    Insurance Agent & Advisor, Insurance Sales
Salary/Wage Range or Industry Benchmark: 42000 - 62200 USD Yearly USD 42000.00 62200.00 YEAR
Job Description & How to Apply Below

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 .
    • 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
  • Power Point
SALARY RANGE

$42,000-$62,200

For benefits information please visit

Qualifications Licenses & Certifications
Required

HIPAA Training

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.

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