Bilingual CSR & Policy Sales Specialist

Fred Loya Insurance Agency; Greeley (CO); On-site; USD 32,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Colorado is seeking a full-time insurance sales associate to provide courteous service to customers, process payments, and identify policy needs. The role includes follow-ups on quotes, renewals, and cancellations, and support for marketing activities.

Candidates should have a High School Diploma and basic computer skills; bilingual English/Spanish is a plus, and passing state licensing is required. A reliable vehicle and flexible schedule are needed.

Qualifications

• Basic to intermediate computer skills required.
• Bilingual English/Spanish is helpful.
• Must have excellent communication skills and provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.

Responsibilities

• Sales duties and customer interaction.
• Provide professional, courteous service to customers.
• Answer questions about customers’ policies and coverage.
• Accept payments and process transactions.
• Identify customer policy needs and cross-sell where appropriate.
• Follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development on an as-needed basis.
• Maintain a neat and clean work area and office.
• FNOLs and vehicle inspections as needed.
• Take vehicle pictures (physical activity may be required).
• Bank deposits as part of daily tasks.
• Position is full time.
• Perform other duties as assigned.

Skills

Computer literacy

Bilingual (English/Spanish)

Excellent communication

Assertive customer service

Education

High School Diploma

Previous customer service experience

Job description

Fred Loya Insurance Agency in Colorado is seeking a full-time insurance sales associate to provide courteous service to customers, process payments, and identify policy needs. The role includes follow-ups on quotes, renewals, and cancellations, and support for marketing activities.

Candidates should have a High School Diploma and basic computer skills; bilingual English/Spanish is a plus, and passing state licensing is required. A reliable vehicle and flexible schedule are needed.