Licensed Customer Service - 4-40, 2-20, or 20-44

SUMMARY

The Customer Service Representative provides timely, accurate, and professional service to internal and external People’s Trust Insurance customers. This position receives and responds to inquiries, investigates and resolves concerns, and processes policy changes and cancellations using a thorough understanding of company products, programs, and departmental procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to customer inquiries with timely, accurate, and complete information.

• Process policy changes and cancellations in accordance with established departmental policies and procedures.

• Investigate customer complaints, identify appropriate solutions, and escalate concerns when necessary.

• Maintain accurate documentation of customer interactions, requests, and actions taken.

• Apply knowledge of company products, programs, and procedures to address customer needs.

• Collaborate with team members and other departments to resolve issues and ensure consistent service.

• Manage a variety of customer service tasks under general supervision, exercising sound judgment and initiative within established guidelines.

• Perform other duties as assigned.

REQUIRED QUALIFICATIONS AND SKILLS

• High school diploma or GED and at least three years of related experience or training, or an equivalent combination of education and experience.

• Valid 4-40, 20-44, or 2-20 insurance license.

• Bilingual proficiency.

• Strong verbal and written communication skills with a professional, customer-focused approach.

• Ability to work independently and collaboratively, following assignments through to completion.

• Strong organizational and time management skills, with the ability to prioritize multiple responsibilities while maintaining accuracy, efficiency, and high customer service standards.

• Ability to investigate concerns, solve problems, and exercise sound judgment.

• Working knowledge of Microsoft Office, including Excel, Word, and PowerPoint.

• Availability to work extended hours as needed.

PREFERRED QUALIFICATIONS

• Previous experience in the Property and Casualty insurance industry.

• Availability to work a preferred schedule of 10:00 a.m. to 7:00 p.m.