CSR- In office Sales Representative

Join to apply for the CSR - 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:

• Computer literate from basic to intermediate skills
• Bilingual (English/Spanish) helpful
• Excellent communication skills, assertive, capable of providing a first-rate customer experience
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience: High School Diploma; previous customer service experience helpful.

Essential Duties and Responsibilities:

• Provide professional, courteous service to customers
• Answer questions regarding policies
• Accept payments and process transactions
• Identify customer needs regarding policies
• Follow up on quotes, renewals, cancellations
• Assist with marketing initiatives for new business
• Maintain a neat work area
• Perform vehicle inspections (taking vehicle pictures)
• Handle bank deposits
• Position is full-time
• Other duties as assigned

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other
• Industry: Insurance

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