GENERAL SUMMARY:
We are seeking a friendly, highly organized, and professional Receptionist to serve as the first point of contact for our clients. As an independent agency, we pride ourselves on exceptional customer service. The ideal candidate will manage the front desk with a welcoming demeanor, handle a high volume of calls, support our agents with administrative tasks, and ensure smooth daily office operations.
RESPONSIBILITIES AND DUTIES:
- Front Desk Coordination: Greet clients and visitors warmly, directing them to the appropriate team member.
- Call Management: Answer, screen, and route incoming calls efficiently on a multi-line phone system.
- Administrative Support: Assist agents with scanning, filing, data entry, and assembling policy documents.
- Client Service: Respond to general inquiries, take payments, and help clients with basic requests, such as printing ID cards or certificates.
- Mail & Correspondence: Sort and distribute daily mail, packages, and faxes.
- Office Maintenance: Maintain a clean and organized reception area and monitor office supplies.
- Agency Management System: Utilize the agency management system (e.g. EPIC) to look up client information and update records.
- Regular and reliable attendance.
- Performs other related duties as assigned by management.
- 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.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of insurance products and services.
- Knowledge of Microsoft Word, Excel, PowerPoint, Outlook.
- Ability to 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 learn insurance products.
EDUCATION AND EXPERIENCE:
- 1–3 years of experience in a receptionist, administrative, or customer service role (insurance experience is a plus but not required).
- High school diploma or GED equivalent.
Preferred
- Ability to learn new technology quickly.
- Patience and empathy when dealing with client inquiries regarding claims or policy changes.
- Experience in a paperless office environment.
- Optional: Willingness to obtain a Property & Casualty insurance license in the future.
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
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.
We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.
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-Time benefits include:
*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 [email protected] 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. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT]. 