Bilingual Sales & Customer Policy Specialist

Fred Loya Insurance Agency; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time customer service-oriented associate in Dallas, TX. The role involves assisting internal and external customers, answering policy questions, processing payments, and following up on quotes, renewals, and cancellations.

The ideal candidate will have a High School Diploma, some customer service experience, and the ability to pass state licensing requirements. Bilingual English/Spanish is helpful, and reliable transportation is preferred.

Qualifications

• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Responsibilities

• Provide professional, courteous service to customers
• Answer questions regarding customer’s policy
• Accept payments and process transactions
• Identify potential needs regarding policy
• Follow up on 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)
• Take vehicle photos as required
• Bank deposits

Skills

Bilingual (English/Spanish)

Excellent communication

Assertive

Customer-focused service

Education

High School Diploma

Previous customer service experience

Tools

Computer literacy

Job description

Fred Loya Insurance Agency is seeking a full-time customer service-oriented associate in Dallas, TX. The role involves assisting internal and external customers, answering policy questions, processing payments, and following up on quotes, renewals, and cancellations.

The ideal candidate will have a High School Diploma, some customer service experience, and the ability to pass state licensing requirements. Bilingual English/Spanish is helpful, and reliable transportation is preferred.