What are the responsibilities and job description for the INSURANCE CSR position at Pinnacle Bank / Bank of Colorado?
Description/Job Summary
Do you want to work for a company that is recognized for excellence by its clients and its industry partners? PFS Insurance Group was named Large Insurance Agency of the Year by the Professional Independent Insurance Agents of Colorado (PIIAC) in 2022. Our team specializes in offering risk management services to mid-market commercial businesses. At PFS our teams are built on a foundation of respect, accountability, and integrity. PFS is looking for a Customer Service Representative- Processor who exudes these qualities and who has great attention to detail and likes to follow written procedures.
Responsible for insurance sales and service to customers.
Responsibilities/Duties
- Assists commercial account managers with a variety of duties.
- Completes insurance proposals and quotes for agents and producers.
- Issues auto ID cards, endorsements, and prepares pre-renewal summaries.
- Prepares, collects, and distributes incoming & outgoing mail.
- Inputs data and maintains accounts on the agency management system.
- Processes insurance claims and loss notices.
- Prepares and assists with renewals.
- Regular and reliable attendance.
- Assists with other job-related duties as assigned by the manager.
Preferred Skills
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.
Preferred Experience
Proper insurance licenses.
Knowledge of insurance products and services.
Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Epic Software.
Required Education
High School diploma or equivalent.
Preferred Qualifications
Insurance designation preferred and/or adequate experience.
Details
- Health, dental, prescription drug card, vision, and voluntary life insurance plans
- Health Savings Account with employer contributions
- Flexible medical and dependent care spending plans
- Parental Leave after one year of full time employment
- 401K plan after 3 months and start of next quarter with employer match up to 4% and profit sharing contribution.
- Free checking account and basic printed checks
- Free safe deposit box
- $15,000 group term life insurance
- Long term disability insurance
- Employee Assistance Program
- Educational Assistance
Salary : $17 - $22
