CSR- In office Sales Representative

Fred Loya Insurance Agency

Abilene (TX)

On-site

USD 32,000 - 42,000

Full time

7 days ago
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Job summary

Fred Loya Insurance Agency is seeking a full-time customer service professional in Abilene, TX. You will assist clients with policy questions, collect payments, and identify needs to enhance coverage.

You will follow up on quotes, renewals, and cancellations while supporting marketing efforts for new business opportunities. The role requires bilingual abilities, strong communication, and the ability to pass state licensing requirements.

Qualifications

  • Computer literate with basic to intermediate skills.
  • Bilingual (English/Spanish) is helpful.
  • Must have excellent communication skills and provide a first-rate experience for customers.
  • 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)
  • Position is full time
  • Other duties as assigned

Skills

Computer literacy
Bilingual
Communication
Licensing
Flexible hours
Reliable transport

Education

High School Diploma
Customer service exp

Job description

  • 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)
  • Position is full time
  • Other duties as assigned
Essential Duties and 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)
  • Position is full time
  • Other duties as assigned
Qualifications/Requirements
  • Computer literate desired from basic to intermediate skills
  • Bilingual (English/Spanish) is helpful
  • Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
  • Must pass state licensing requirements
  • Flexible schedule
  • Reliable transportation
Education/Training/Experience
  • High School Diploma
  • Previous customer service experience is helpful
Qualifications/Requirements
  • Computer literate desired from basic to intermediate skills
  • Bilingual (English/Spanish) is helpful
  • Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
  • Must pass state licensing requirements
  • Flexible schedule
  • Reliable transportation
Education/Training/Experience
  • High School Diploma
  • Previous customer service experience is helpful
Essential Duties and 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)
  • Position is full time
  • Other duties as assigned
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