What are the responsibilities and job description for the INSURANCE PRODUCER position at Pinnacle Bank/Bank of Colorado?

Job Description

Description

GENERAL SUMMARY :

Responsible for strictly outside insurance sales and service to customers. Responsible for new business development. For more information visit https : / / www.mypfsinsurance.com

RESPONSIBILITIES AND DUTIES :

Identify and work opportunities to build a book of business.
Be actively involved in community organizations and leverage those centers of influence.
Quickly build rapport with prospects and clients.
Be a true risk advisor by identifying client risk and recommending the best insurance products.
Communicate effectively with clients, the account management team, and carrier partners.
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 sell insurance products.

Ability to work with accuracy, organization, and attention to detail.

Ability to operate various office machines including switchboard, adding machine, copy machine, etc.

EDUCATION AND EXPERIENCE :

High School diploma or equivalent.

Proper insurance licenses.

PHYSICAL REQUIREMENTS :

Seeing : 75 - 100%

Must be able to read documents, use computer

Hearing : 75% - 100%

Must be able to communicate with customers and co-workers

Standing / Walking : 25-49%

Must be able to visit with the employees, go to areas of the office to use copier & fax machines, etc.

Climbing / Stooping / Kneeling : 25-49%

Must be able to kneel or stoop to file in cabinets.

Fingering / Grasping / Feeling : 75% - 100%

Must be able to use computer, write and handle paperwork

PHYSICAL DIMENSIONS :

Light Work : Exerting up to 20 pounds of force occasionally, and / or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and if walking and standing is required, only occasionally.

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.

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