Bilingual CSR Sales Pro – Policy Renewals & Service

Fred Loya Insurance Agency; Moreno Valley (CA); On-site; USD 35,000 - 55,000; Full time

Job summary

Fred Loya Insurance Agency in Moreno Valley, CA is seeking a full-time Sales-focused team member to provide courteous service, answer questions about policies, and process payments. You will identify client needs and follow up on quotes, renewals, and cancellations.

The role requires strong communication, reliability, and basic computer skills; bilingual English/Spanish is helpful. Prior customer service experience is a plus, and a high school diploma is required.

Qualifications

• Reliable, friendly and able to assist customers effectively.
• Excellent communication and interpersonal skills.
• Willingness to learn about policies and products.

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

Sales

Customer service

Communication skills

Bilingual EN/ES

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Moreno Valley, CA is seeking a full-time Sales-focused team member to provide courteous service, answer questions about policies, and process payments. You will identify client needs and follow up on quotes, renewals, and cancellations.

The role requires strong communication, reliability, and basic computer skills; bilingual English/Spanish is helpful. Prior customer service experience is a plus, and a high school diploma is required.