What are the responsibilities and job description for the INSURANCE PRODUCER position at Pinnacle Bank?
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.
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.
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 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:
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:
- 8 paid holidays*
- 17 PTO days each year for the first five years of employment.*
- After five years, 22 PTO days each year.*
- After ten years, 27 PTO days each year.*
- Employees must also complete the 90-day introductory period prior to accruing PTO.*
- New employees will receive 16 hours of paid sick time upon their hire date.*
- 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 contributions and profit sharing
- 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
*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].
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].
Salary : $15,000
