INSURANCE CSR

Pinnacle Bank/Bank of Colorado • Scottsdale, AZ

5d • $17 - $25 • Onsite

About The Position

Responsible for insurance sales and service to customers.

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 Senior Customer Service Representative with servicing customer account 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.
• Assistant Senior Customer Service Representative with renewals.
• Regular and reliable attendance.
• Assists with other job related duties as assigned by manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED