Pinnacle Bank

Insurance

• 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.
• M-F, 8am-5pm, In Office

Insurance CSR

• 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.

Insurance Customer Service Representative

Operations

• Oversee day-to-day branch operations and act as the site manager of the location.
• Supervise daily activities of retail branch personnel; assign work, schedule staff, and provide training.
• Ensure bank policy and procedures are followed and branch compliance with bank policies and guidelines.
• Perform personal banking duties including advising customers of bank services, opening new accounts, and teller functions.
• Supervise employees to meet branch goals including fee income and meeting budget; conduct performance reviews and recommend salary actions.
• Promote bank services and participate in community professional and personal activities.
• Perform customer service duties such as answering telephone inquiries, closing accounts, ordering checks, and ensuring appropriate customer service levels.
• Review reports, audit board items, and NSFs.
• Assist with budget preparation and perform other duties/projects as assigned.
• Work schedule: Monday through Friday 8-5 with rotating Saturdays.

Insurance CSR

Insurance Customer Service Representative

Insurance Customer Service Representative

Branch Operations Manager II