PFS Account Assistant

Pinnacle Bank/Bank of Colorado•Sterling, CO

12d•$17 - $20•Onsite

About The Position

The Account Assistant supports Account Managers by handling delegated servicing tasks, managing routine client needs, and ensuring timely and accurate processing of policies and endorsements. For more information visit https://www.mypfsinsurance.com

Requirements

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 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.
High School diploma or equivalent.
Proper insurance licenses.

Responsibilities

Assists Account Manager with servicing customer accounts 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.
Assists Account Manager with renewals.
Regular and reliable attendance.
Assists with other job-related duties as assigned by manager.
Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.

Benefits

8 paid holidays
17 PTO days each year for the first five years of employment
16 hours of paid sick time upon 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
401K plan after 3 months and start of next quarter with employer contributions and profit sharing
$50,000 group term life insurance
long term disability insurance
employee assistance program