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Insurance CSR

Job Description

  Responsible for insurance sales and service to customers.  
 
RESPONSIBILITIES AND DUTIES:
  1. Assists Senior Customer Service Representative with servicing customer account including phone calls and walk in customers.
  2. Completes insurance proposals and quotes for agents and producers.
  3. Issues binders, endorsements, cancellations/reinstatement notices, etc.
  4. Prepares and distributes certificates of insurance.
  5. Maintain accounts on agency management system.
  6. Processes insurance claims and loss notices.
  7. Assistant Senior Customer Service Representative with renewals.
  8. Regular and reliable attendance.
  9. Assists with other job related duties as assigned by manager.
 
KNOWLEDGE, SKILLS, AND ABILITIES:
  • 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.
 
EDUCATION AND EXPERIENCE:
  • High School diploma or equivalent.
  • Proper insurance licenses.
PHYSICAL REQUIREMENTS:

0-24%             25-49%           50-74%           75-100%

Seeing:                                                                                                                       XXX
Must be able to read documents,                                                                                
use computer
 
Hearing:                                                                                                                    XXX
Must be able to communicate with                                                                            
customers and co-workers in person
and on the telephone.
 
Standing/Walking:                                                   XXX
Must be able to visit with the 
customers, go to areas of the office 
to use copier & fax machines, etc.
 
Climbing/Stooping/Kneeling:                                 XXX
Must be able to kneel or stoop to file
in cabinets.
            
Fingering/Grasping/Feeling:                                                                                   XXX
Must be able to use computer,                                                                                    
write and handle paperwork.
 
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and if walking and standing is required, only occasionally.
 
NOTE:
The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.  

Benefits

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment.  Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans
  • Health Savings Account with employer contributions
  • Flexible medical and dependent care spending plans
  • Parental Leave after one year of full time employment
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing 
  • Free checking account and basic printed checks
  • Free safe deposit box
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO KNOW YOUR RIGHTS and PAY TRANSPARENCY STATEMENT.

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Job Details

Role: Insurance CSR
Employment Type: Full Time
Requisition Number: PIN-0038
Wages: $20.00 - $25.00 / hour
Address: 201 South 3rd Street
Sterling, Colorado, 80751
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