INSURANCE CSR

Description

GENERAL SUMMARY:

Responsible for insurance sales and service to customers.

RESPONSIBILITIES AND DUTIES:

• Assists Senior Customer Service Representative with servicing customer account including phone calls and walk in customers.

• Completes insurance proposals and quotes for agents and producers.

• Issues binders, endorsements, cancellations/reinstatement notices, etc.

• Prepares and distributes certificates of insurance.

• Maintain accounts on agency management system.

• Processes insurance claims and loss notices.

• Assistant Senior Customer Service Representative with renewals.

• Regular and reliable attendance.

• Assists with other job related duties as assigned by manager.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task, and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
• Ability to cross-sell insurance products.

EDUCATION AND EXPERIENCE:

• High School diploma or equivalent.
• Proper insurance licenses.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.

More Details

More Details

About Pinnacle Bank/Bank of Colorado

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.

We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.

As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.

At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.

We also offer personal banking services, including accounts, mortgages, personal loans and technology products.

We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:

*****Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT]**.