CSR- In office Sales Representative

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- In office Sales Representative role at Fred Loya Insurance Agency

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

• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies any potential needs the customer may have regarding their policy
• Follows up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintains a neat and clean work area and office
• FNOLs (vehicle inspections)
• Takes vehicle pictures (squatting, bending, flexing required)
• Bank deposits
• Position is full time
• Other duties as assigned

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

• High School Diploma
• Previous customer service experience is helpful

• High School Diploma

• Sales
• Provides professional, courteous service to internal and external customers
• Answers questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies potential needs of the customer regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOLs (vehicle inspections) and related duties
• Position is full time
• Other duties as assigned

• Entry level

• Full-time

• Other

• Insurance