Account Manager, Retail Sales
Oatey Company
Insurance CSR
Pinnacle Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado
Visit company websiteSalary
💰 $14 - $26 per hour
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- High School diploma or equivalent
- Proper insurance licenses
- 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
- Regular and reliable attendance
- Must be able to read documents, use computer
- Must be able to communicate with customers and co-workers in person and on the telephone
