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 literate with basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Excellent communication skills, assertive, and able 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 internal and external customers
• Answer questions regarding customer policies
• Accept payments and process transactions
• Identify potential customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Participate in marketing initiatives for new business development as needed
• Maintain a neat and clean work area and office
• Perform FNOLs (vehicle inspections)
• Take vehicle pictures (squatting, bending, flexing required)
• Handle bank deposits
• This is a full-time position
• Other duties as assigned

• Entry level

• Full-time

• Other

• Insurance