INSURANCE CSR

Bank of Colorado; Scottsdale (AZ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401K plan

Paid holidays

Job summary

Bank of Colorado in Scottsdale, AZ seeks an Insurance Sales and Service representative to assist with servicing customer accounts and preparing proposals and certificates of insurance.

The role supports senior staff, processes claims, and maintains agency records while delivering courteous, detail-oriented service. Insurance licenses are required, and a strong team player mindset is essential.

Qualifications

• Knowledge of insurance products and services.
• 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.

Responsibilities

• Assist Senior Customer Service Representative with servicing customer accounts, including phone calls and walk-ins.
• Prepare insurance proposals and quotes for agents and producers.
• Prepare and distribute certificates of insurance.
• Maintain accounts on agency management system.
• Process insurance claims and loss notices.
• Assist with renewals for the Senior Customer Service Representative.

Skills

Insurance products knowledge

Customer service

Communication skills

Multi-tasking

Attention to detail

Office equipment operation

Cross-selling

Education

High School diploma or equivalent

Insurance licenses

Tools

Agency Software

Microsoft Office

Job description

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.
• 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

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-Timebenefits include:

• 8 paid holidays.*
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
• After five years, 22 PTO days each year.*
• After ten years, 27 PTO days each year.*
• Employees must also complete the 90-day introductory period prior to accruing PTO.*
• New employees will receive 16 hours of paid sick time upon their hire date.*
• Health, dental, prescription drug card, vision, and voluntary life insurance plans.
• Health Savings Account with employer contributions.
• Flexible medical and dependent care spending plans.
• Parental Leave after one year of full time employment.
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
• Free checking account and basic printed checks.
• $50,000 group term life insurance.
• Long term disability insurance.
• Employee Assistance Program.
• EducationalAssistance.

*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 [e-mail] 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. Bank of Colorado supports pay and transparency and complies with all applicable pay transparency laws. For more information, view the EEO KNOW YOUR RIGHTS .

Address: 15900 N 78th Street
Scottsdale, AZ, 85027