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Edgewater Insurance CSR

Pinnacle Bank/Bank of Colorado
Grand Island AgencyOn-site1mo ago
Employment
Full-time

About the role

  1. Help with servicing customer accounts 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 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.

More Details

Applicants who have experience in commercial policy customer service is preferred. Will be able to office out of Omaha or Grand Island.

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