CSR- In office Sales Representative

Join to apply for the CSR - In Office Sales Representative role at Fred Loya Insurance Agency.

Brief Description

The Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for potential new business.

Requirements

• Computer literacy from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Excellent communication skills, assertiveness, and ability to provide a first-rate customer experience
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Essential Duties and Responsibilities

• Provide professional, courteous service to customers
• Answer questions about policies
• Accept payments and process transactions
• Identify customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Participate in marketing initiatives for new business development as needed
• Maintain a clean and organized work area
• Conduct vehicle inspections (FNOLs)
• Take vehicle pictures (bending and squatting required)
• Handle bank deposits
• This is a full-time position
• Other duties as assigned

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

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