What are the responsibilities and job description for the Edgewater Insurance CSR position at Pinnacle Bank/Bank of Colorado?
Description
GENERAL SUMMARY:
We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service, managing policy renewals, processing endorsements, and handling daily inquiries with professionalism and speed.
RESPONSIBILITIES AND DUTIES:
- Account Servicing: Handle day-to-day service needs, including issuing Certificates of Insurance (COI), binders, auto ID cards, and evidence of property.
- Policy Management: Process endorsements, renewals, and cancellations, ensuring accuracy and compliance in the agency management system (e.g., Epic).
- Client Relationship Management: Actively engage with clients to answer coverage questions, resolve billing discrepancies, and ensure high retention rates.
- Marketing & Renewals: Collaborate with Producers to market renewal business, gather underwriting data, and prepare proposals.
- Risk Assessment: Review audits and policies for accuracy, advising clients on coverage exposures.
- Regular and reliable attendance.
- Assists with other job-related duties as assigned by manager.
- Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
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:
- Active Property & Casualty Insurance License (Required).
- Minimum 1-2 years of commercial lines insurance agency experience.
- Proficiency in agency management systems (Epic) and Microsoft Office Suite.
- Strong knowledge of commercial coverages (General Liability, Property, Workers' Comp, Auto).
- Excellent communication, organizational, and time-management skills.
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.
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About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.
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 Full-Time benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.
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 Full-Time benefits include:
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
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].
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].