Bilingual Insurance Sales & Service Rep

Fred Loya Insurance Agency; Sacramento (CA); On-site; USD 32,000 - 45,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time customer service role in California. The position focuses on delivering professional service to customers, answering questions about policies, processing payments, and identifying customer needs for cross-sell opportunities.

Occasional marketing support for new business and vehicle inspections are part of the duties. Required qualifications include basic to intermediate computer literacy, a willingness to pass state licensing, and reliable

Qualifications

• Computer literacy described as basic to intermediate.
• Bilingual (English/Spanish) is helpful.
• Excellent communication skills with the ability to provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• 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.

Skills

Computer literacy

Bilingual English/Spanish

Communication skills

Customer experience

Education

High School Diploma

Job description

Fred Loya Insurance Agency is seeking a full-time customer service role in California. The position focuses on delivering professional service to customers, answering questions about policies, processing payments, and identifying customer needs for cross-sell opportunities.

Occasional marketing support for new business and vehicle inspections are part of the duties. Required qualifications include basic to intermediate computer literacy, a willingness to pass state licensing, and reliable