ESSENTIAL DUTIES AND RESPONSIBILITIES * Complete new account and transfer account forms. * Answer telephones, take messages, make copies, and mail printed material. * Type correspondence, reports ...
26 Stephens Jobs Hiring Near You
ESSENTIAL DUTIES AND RESPONSIBILITIES * Complete new account and transfer account forms. * Answer telephones, take messages, make copies, and mail printed material. * Type correspondence, reports ...
P&C Commercial - Senior Account Manager
Little Rock, AR · On-site
$74K - $118K/yr
Assist Account Executives and other senior members of account teams in management of mid- to large commercial property & casualty accounts; provide customer service, administrative/ technical, and ...
P&C Commercial - Senior Account Manager
Little Rock, AR · On-site
$74K - $118K/yr
Assist Account Executives and other senior members of account teams in management of mid- to large commercial property & casualty accounts; provide customer service, administrative/ technical, and ...
Client Associate - Columbia, SC Job Category: Sales Support Requisition Number: CLIEN003094 Full-Time On-site Columbia SC Columbia, SC 29201, USA Description ESSENTIAL DUTIES AND RESPONSIBILITIES
Client Associate - Columbia, SC Job Category: Sales Support Requisition Number: CLIEN003094 Full-Time On-site Columbia SC Columbia, SC 29201, USA Description ESSENTIAL DUTIES AND RESPONSIBILITIES
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$105K - $160K/yr
This position will provide commercial lines loss control consultation services for a vastly diverse client base. This will include conducting extensive research, data collection, analysis and ...
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$105K - $160K/yr
This position will provide commercial lines loss control consultation services for a vastly diverse client base. This will include conducting extensive research, data collection, analysis and ...
Household Employee
Pavo, GA · On-site
Household employee. #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 ...
Household Employee
Pavo, GA · On-site
Household employee. #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 ...
Work closely with Producer and Support Team to service Life & Health accounts and acquire new accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES * Assist with the validation of enrollment, claims and ...
Work closely with Producer and Support Team to service Life & Health accounts and acquire new accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES * Assist with the validation of enrollment, claims and ...
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Job description
ESSENTIAL DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
REQUIRED TESTING
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.
- Complete new account and transfer account forms.
- Answer telephones, take messages, make copies, and mail printed material.
- Type correspondence, reports, account information, pair off letters, etc. from drafts, transcriptions, memos and various forms.
- Maintain files of confidential and routine material and information.
- Assist Financial Consultants and/or customers and provide information as appropriate.
- Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
- Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc.
- Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants.
- Perform other related duties as assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree in a related field.
- 1+ years of related experience and/or training.
- Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
- SIE - Securities Industry Essentials within 6 months.
- Series 7 - General Securities Representative within 6 months.
- Series 63 - State Law Exam or Series 66 - Combined State Law within 6 months.
REQUIRED TESTING
- Microsoft Word
- Excel
- Alpha/Numeric Data Entry
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.