PFS Insurance Group - Customer Service Rep
Company: Pinnacle Bank/Bank of Colorado
Location: Prescott
Posted on: April 2, 2026
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Job Description:
GENERAL SUMMARY: Responsible for insurance sales and service to
customers. RESPONSIBILITIES AND DUTIES: 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. 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: ? ? 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. More Details More
Details
Keywords: Pinnacle Bank/Bank of Colorado, Scottsdale , PFS Insurance Group - Customer Service Rep, Customer Service & Call Center , Prescott, Arizona
