CSR- In office Sales Representative

CSR
- In office Sales Representative

Fred Loya Insurance Agency

• Provide professional, courteous service to internal and external customers.
• Answer 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.
• Handle FNOL vehicle inspections.
• Take vehicle pictures (requires squatting, bending, flexing).
• Run bank deposits.
• Other duties as assigned.

• Computer literate, from basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.
• Excellent communication skills, assertive, and able to provide a first‑rate experience for our customers.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

• High School Diploma.
• Previous customer service experience is helpful.

Entry level

Full-time

Other

Insurance