Edgewater Insurance CSR

Pinnacle Bank/Bank of Colorado • Lexington, NE

2d • Onsite

About The Position

We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service, managing policy renewals, processing endorsements, and handling daily inquiries with professionalism and speed.

Requirements

• Active Property & Casualty Insurance License (Required).
• Minimum 1-2 years of commercial lines insurance agency experience.
• Proficiency in agency management systems (Epic) and Microsoft Office Suite.
• Strong knowledge of commercial coverages (General Liability, Property, Workers' Comp, Auto).
• Excellent communication, organizational, and time-management skills.
• 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.

Responsibilities

• Handle day-to-day service needs, including issuing Certificates of Insurance (COI), binders, auto ID cards, and evidence of property.
• Process endorsements, renewals, and cancellations, ensuring accuracy and compliance in the agency management system (e.g., Epic).
• Actively engage with clients to answer coverage questions, resolve billing discrepancies, and ensure high retention rates.
• Collaborate with Producers to market renewal business, gather underwriting data, and prepare proposals.
• Review audits and policies for accuracy, advising clients on coverage exposures.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed