PFS Account Manager I

GENERAL SUMMARY:

The Account Manager independently manages client accounts, serves as the primary client contact, and provides strategic insurance guidance while overseeing the full servicing lifecycle. For more information visit https://www.mypfsinsurance.com

COMPENSATION: Hourly $29.81 - $36.06

APPLY ONLINE: https://www.bankofcolorado.com/careers

RESPONSIBILITIES AND DUTIES:

• Assists 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 with renewals.
• 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.
• Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts.

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.

BENEFITS:

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon 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; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

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.