What are the responsibilities and job description for the Personal Lines Licensed Customer Service Representative position at People's Trust Insurance?
SUMMARY: The Customer Service Representative is responsible for providing effective customer service, (receive, investigate, and respond) to all internal and external PTIC customers by utilizing excellent, in-depth knowledge of company products and programs as well as team members within the Customer Service Department.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide timely and accurate information to incoming customer requests.
- Process customer changes according to established department policies & procedures.
- Process customer cancellations according to established department policies & procedures.
- Receives, investigates, and then responds to customer complaints.
- Works under general supervision performing a variety of complicated tasks requiring a wide degree of latitude and creativity.
- Must be knowledgeable of concepts, practices, and procedures within a particular field.
- Performs other duties as assigned.
REQUIRED QUALIFICATIONS AND SKILLS:
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully:
- High school diploma or GED; at least three years related experience and/or training; or equivalent combination of education and experience
- 4-40, 20-44, or 2-20 license
- Bilingual
- Previous Property & Casualty insurance industry experience and PTI experience preferred
- Ability to work independently and within a team environment to carry out assignments to completion within parameters of instructions given
- Exhibit strong organizational skills with a proven ability to juggle multiple projects at a time and prioritize, while maintaining attention to detail, efficiency, and high customer service standards
- Working knowledge of MS Office (Excel, Word, PowerPoint)
- Availability to work extended hours if necessary
