INSURANCE CSR

pinnbank; Scottsdale (AZ); On-site; USD 45,000 - 58,000; Full time

Job summary

PinnBank in Scottsdale, AZ is seeking a detail-oriented Insurance Customer Service Representative to help customers with inquiries, quotes, and policy servicing. You will work closely with senior staff to ensure accurate documentation and timely responses.

You will assist with proposals, binders, certificates, and claims processing, while maintaining accounts in the agency system and supporting renewals with a professional, customer-focused approach.

Qualifications

• High School diploma or equivalent.
• Proper insurance licenses.

Responsibilities

• Assist Senior Customer Service Representative with servicing customer accounts by phone and walk-ins.
• Prepare insurance proposals and quotes for agents and producers.
• Issue binders, endorsements, cancellations/reinstatement notices, etc.
• Prepare and distribute certificates of insurance.
• Maintain accounts in the agency management system.
• Process insurance claims and loss notices.
• Assist with renewals.
• Maintain regular and reliable attendance.
• Assist with other duties as assigned by manager.

Skills

Insurance knowledge

MS Office

Customer communication

Team player

Attention to detail

Office equipment

Cross-selling

Education

High School diploma

Insurance licenses

Tools

Agency software

Job description

GENERAL SUMMARY:

Responsible for insurance sales and service to customers.

RESPONSIBILITIES AND DUTIES:

1. Assists Senior Customer Service Representative with servicing customer account 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, 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.