Overview

GENERAL SUMMARY: This person is only in charge of selling insurance outside of work and helping customers. In charge of bringing in new business. To find out more, go to https://www.mypfsinsurance.com.

DUTY AND RESPONSIBILITIES:

  • Find chances to make money and work on them to build your book of business.
  • Actively participate in neighborhood groups and use those as sources of power.
  • Get along with leads and clients quickly.
  • Find out what the client’s risk is and suggest the best insurance products. This will make you a real risk expert.
  • Talk to customers, the account management team, and airline partners in a clear way.
  • Attendance that you can count on.
  • Helps with other tasks related to the job as given by the boss.

ITEMS YOU KNOW, CAN DO, AND ARE ABLE TO DO:

  • Know how to use and buy insurance goods and services.
  • Knowing how to use Microsoft Word, Excel, PowerPoint, Outlook, and Agency Software is important.
  • The ability to talk to customers and coworkers in a polite and professional way.
  • The ability to do more than one thing at once and work with others.
  • Being able to sell insurance goods.
  • The ability to be precise, organized, and pay close attention to detail at work.
  • Being able to use a desk, a counting machine, a copy machine, and other office tools is important.

EDUCATION AND EXPERIENCE:

  • At least a high school education.
  • The right insurance licenses.

NEEDS IN THE REAL WORLD:

Seeing: 75% to 100%
Need to be able to read and use a computer.
75% to 100% hearing
Need to be able to talk to guests and coworkers.
25–49% of people stand or walk.
Must be able to talk to workers, go to different parts of the office to use copiers and fax machines, and other things.
Climbing, stooping, or kneeling: 25–49%
To file, you have to be able to sit or stoop.
Fingering, Grabbing, and Feeling: 75% to 100%
Need to know how to use a computer, write, and deal with paperwork.
DIMENSIONS OF THE MATTER:
When you do light work, you may have to use up to 20 pounds of force sometimes and a flexible amount of force often or all the time to move things around. The job requires sitting most of the time and only going and standing sometimes if that’s necessary.
NOTE: The lines below are meant to give you an idea of the general type and amount of work that people in this group do. They are not meant to be a complete list of all the skills, responsibilities, and tasks that people in this classification are expected to have.

What Pinnacle Bank Is

As a family-owned neighborhood bank, we’re proud of our history. At the heart of how we do business is our dedication to our customers and the people in our neighborhood.

We are a bank in Nebraska that has been around since 1938 and was started in Palmer, Nebraska. Right now we have offices in Wyoming, Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas, and New Mexico.

We are still very dedicated to our customers and the neighborhood, even as we grow. 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 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 benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • 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
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance
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