Bank of Colorado · 3 days ago
PFS Insurance Group - Customer Service Rep
Prescott, Arizona
Full-time
Onsite
New Grad, Entry LevelBank of Colorado is a family-owned community bank committed to customer service and community involvement. The Customer Service Representative is responsible for assisting customers with insurance sales and services, including handling inquiries and processing claims.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
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
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 Senior Customer Service Representative with renewals
Regular and reliable attendance
Assists with other job related duties as assigned by manager
Qualification
Required
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
High School diploma or equivalent
Proper insurance licenses
Benefits
8 paid holidays*
17 PTO days each year for the first five years of employment.*
After five years, 22 PTO days each year.*
After ten years, 27 PTO days each year.*
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
Free safe deposit box
$50,000 group term life insurance
Long term disability insurance
Employee Assistance Program
Educational Assistance
Company
Bank of Colorado
Bank of Colorado is a bank that offering banking, finance, and investment services.
Founded in 1900
201-500 employees
Funding
Current Stage
Growth StageRecent News
2026-01-08
2025-10-21
2025-09-19
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