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 desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and 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

Summary:

Essential Duties and Responsibilities:

• Sales
• Provide professional, courteous service to internal and external customers
• Answer questions regarding customer policies
• Accept payments and process transactions
• Identify potential customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Assist with marketing initiatives for new business development as needed
• Maintain a neat work area and office
• FNOLs (vehicle inspections)
• Take vehicle pictures (squatting, bending, flexing required)
• Bank deposits
• This is a full-time position
• Other duties as assigned

• Entry level

• Full-time

• Other

• Insurance

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