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 possible new business.

Requirements:

• Computer literate with 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 regarding policies
• Accept payments and process transactions
• Identify customer needs regarding policies
• Follow up on quotes, renewals, cancellations
• Assist with marketing initiatives for new business development
• Maintain a neat work area and office
• Conduct FNOL vehicle inspections and take vehicle pictures (physical effort required)
• Bank deposit duties
• Full-time position
• Other duties as assigned

• Entry level

• Full-time

• Other

• Insurance