Bilingual CSR Sales Pro - Policy Quotes & Renewals

Fred Loya Insurance Agency; Birmingham (AL); On-site; USD 25,000 - 38,000; Full time

Job summary

Fred Loya Insurance Agency in Birmingham, AL is seeking a full-time Insurance Sales and Customer Service Associate to deliver high-quality service to clients and promote policy options. You will handle inquiries, process payments, and assist customers with quotes, renewals, and cancellations.

The role emphasizes accurate policy information, attentive service, and collaboration with marketing efforts for new business. A valid high school diploma and licensing may be required.

Qualifications

• High School Diploma is required.
• State licensing requirements for insurance may apply.
• Customer service experience is helpful.

Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned

Skills

Computer literacy

Bilingual EN/ES

Excellent communication

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Birmingham, AL is seeking a full-time Insurance Sales and Customer Service Associate to deliver high-quality service to clients and promote policy options. You will handle inquiries, process payments, and assist customers with quotes, renewals, and cancellations.

The role emphasizes accurate policy information, attentive service, and collaboration with marketing efforts for new business. A valid high school diploma and licensing may be required.