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Pinnacle Bank/Bank of Colorado

PFS Insurance Group - Customer Service Rep

Career Insights for Insurance Customer Service Representative

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What they do

An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.

$44,650 / year median in Arizona

-8% projected decline

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Job Description

PFS Insurance Group -
Customer Service Rep Application Deadline:
31 July 2026
Department:
7703-
Prescott Employment Type:
Full Time Location:
Prescott, Arizona Compensation:
Depends on Experience Description
GENERAL SUMMARY
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. 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.
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