Pinnacle Bank/Bank of Colorado

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.

This listing is sourced directly from Pinnacle Bank/Bank of Colorado's careers page and normalized into a canonical job model.