Pinnacle Bank

INS RECEPTIONIST

Pinnacle Bank  •  Onsite  •  27 days ago
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Job Description

INS RECEPTIONIST

Department: 9420-Grand Island Agency

Employment Type: Full Time

Location: Grand Island Agency

Compensation: Depends on Experience


GENERAL SUMMARY:Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact. RESPONSIBILITIES AND DUTIES:

  1. Answer incoming calls and direct calls to appropriate person or voice mail. Take messages if needed.
  2. Greet customer and direct to appropriate department or individual.
  3. Schedule appointments and meetings for management.
  4. Sort and deliver mail. May scan incoming mail into agency management system and activity to appropriate staff.
  5. Assist with clerical duties including filing, copying, computer input, reporting.
  6. May assist with accepting payments from customers
  7. Order office supplies
  8. Regular and reliable attendance.
  9. Performs other related duties as assigned by management.

KNOWLEDGE, SKILL, AND ABILITIES:

  • Knowledge of insurance products and services.
  • Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and learn 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 learn insurance products.


EDUCATION AND EXPERIENCE:

  • High school graduate or equivalent.
  • May require insurance licenses.


PHYSICAL REQUIREMENTS
Seeing: 75 - 100%
Must be able to greet customers, read documents use computer Hearing 75% - 100% Must be able to communicate with customers and co-workers Standing/Walking: 25-49%
Climbing/Stooping/Kneeling: 25-49% Lifting/Pulling/Pushing: 0-24% Fingering/ Grasping/Feeling: 75% - 100%Must be able to use computer, write

PHYSICAL DIMENSIONSLight Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time. 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.

More details

More details

Pinnacle Bank

About Pinnacle Bank

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.

Learn more about The Way Banking Should Be at pinnbank.com.

Looking to join our team? Find our current opportunities at pinnbank.com/careers.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Omaha, NE
Year Founded
1938
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