CSR- In office Sales Representative

Fred Loya Insurance Agency; Arlington (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency in Arlington, TX is seeking a full-time customer service and sales representative. You will assist clients with policy questions, process payments, and help with quotes, renewals and cancellations.

Ideal candidates are bilingual (English/Spanish) with strong communication skills, reliable transportation, and willingness to obtain required state licensing. This role offers a stable schedule and opportunities in a locally trusted insurer.

Qualifications

• Basic to intermediate computer skills required.
• Bilingual English/Spanish is helpful.
• Excellent communication skills and assertiveness for customer service.
• Must obtain state licensing for insurance.

Responsibilities

• Sales and customer service to internal and external customers.
• Provide professional, courteous service and answer policy questions.
• Accept payments and process transactions.
• Identify customer policy needs and follow up on quotes, renewals, and cancellations.
• Participate in marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.

Skills

Computer literacy

Bilingual English/Spanish

Communication skills

Education

High School Diploma

Insurance licensing (state)

Job description

Essential Duties and 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

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

Summary

• 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