Pinnacle Bank/Bank of Colorado
PFS Insurance Group - Customer Service Rep
Prescott, Arizona
Sponsorship not specifiedDetected 21 days ago
ExcelCustomer SupportMicrosoft Office
About the role
- Completes insurance proposals and quotes for agents and producers.
- Issues binders, endorsements, cancellations/reinstatement notices, etc.
- Prepares and distributes certificates of insurance.
Responsibilities
- Maintain accounts on agency management system.
Requirements
- They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
Skills
- Knowledge of insurance products and services.
- Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software.
- 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.
Company info
- Responsible for insurance sales and service to customers.
- Assists Senior Customer Service Representative with servicing customer account including phone calls and walk in customers.
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This listing is sourced directly from Pinnacle Bank/Bank of Colorado's careers page and normalized into a canonical job model.