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 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 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
• Conduct FNOL vehicle inspections and 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

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