Bilingual CSR: Sales & Service Rep

Fred Loya Insurance Agency; Indio (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Indio, CA is seeking a full-time Insurance Customer Service Representative. You will deliver professional service, answer policy questions, process payments, and identify client needs to support policyholders.

You will follow up on quotes, renewals, and cancellations, assist with marketing for new business as needed, and maintain a tidy office. Flexibility in scheduling and reliable transportation are appreciated.

Qualifications

• High School Diploma required.
• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions regarding policies.
• Accept payments and process transactions.
• Identify customer policy needs.
• Follow up with quotes, renewals, and cancellations.
• Involved with marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOL’s (vehicle inspections).
• Position is full time.
• Other duties as assigned.

Skills

Communication skills

Computer literacy

Bilingual English/Spanish

Assertive

Customer service

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Indio, CA is seeking a full-time Insurance Customer Service Representative. You will deliver professional service, answer policy questions, process payments, and identify client needs to support policyholders.

You will follow up on quotes, renewals, and cancellations, assist with marketing for new business as needed, and maintain a tidy office. Flexibility in scheduling and reliable transportation are appreciated.