CSR- In office Sales Representative

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- In office Sales Representative role at Fred Loya Insurance Agency

Brief Description
Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for possible new business.

Requirements
Qualifications/Requirements
Computer literate desired from basic to intermediate skills
Bilingual (English/Spanish) is helpful
Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
Must pass state licensing requirements
Flexible schedule
Reliable transportation
Education/Training/Experience
High School Diploma
Previous customer service experience is helpful

Summary
Essential Duties and Responsibilities
Sales
Provides professional, courteous service to internal and external customers
Answers any questions regarding customer’s policy
Accept payments and process transactions
Identify any potential needs the customer may have regarding their policy
Follow up with customers on quotes, renewals, and cancellations
Involved with marketing initiatives for new business development on an as-needed basis
Maintain a neat and clean work area and office
FNOL’s (vehicle inspections)
Taking vehicle pictures (squatting, bending, flexing required)
Bank run deposits
Position is full time
Other duties as assigned

• Entry level

• Full-time

• Other
• Industries:
  Insurance