CSR- In office Sales Representative

CSR - In office Sales Representative

The Fred Loya Insurance Agency is seeking a Customer Service Representative (CSR) for an in‑office sales role.

• Provide professional, courteous service to internal and external customers.
• Answer questions regarding customers’ policies.
• Accept payments and process transactions.
• Identify potential customer needs related to their policy.
• Follow up with customers on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• Conduct FNOL vehicle inspections.
• Take vehicle pictures (requires squatting, bending, flexing).
• Perform bank run deposits.
• Other duties as assigned.

• Computer literacy, from basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.
• Excellent communication skills, assertive, and ability to provide first‑rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

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

• Seniority level:
  Entry level.
• Employment type:
  
  Full‑time.
• Job function:
  Other.
• Industry: Insurance.