PFS Insurance Group - INSURANCE CSR

Responsible for insurance sales and service to customers.

• 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.

Seeing: 75-100%

Must be able to read documents, use computer

Must be able to communicate with customers and co-workers in person and on the telephone

Standing/Walking: 25-49%

Must be able to visit with the customers, 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.

More Details

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 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 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 personnel@pinnbank.com 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].