CSR- In office Sales Representative

Fred Loya Insurance Agency; Austin (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

Fred Loya Insurance Agency in Austin, TX seeks a Customer Service Representative to sell new auto insurance policies, renewals, and service existing policies, while assisting with marketing for new business opportunities. The role emphasizes delivering excellent customer experiences and clear policy explanations.

Candidates should have a high school diploma, basic computer skills, and be willing to obtain state licensing.

Qualifications

• Basic to intermediate computer skills required.
• Bilingual English/Spanish is helpful.
• Must pass state licensing requirements.
• Flexible schedule may be required.
• Reliable transportation a plus.

Responsibilities

• Sell new auto insurance policies and renewals.
• Service existing policies and address customer inquiries.
• Market for potential new business opportunities.
• Provide professional customer service and explain policy terms.
• Follow up on quotes, cancellations, and pending needs.

Skills

Computer skills

Bilingual

Education

High School Diploma

Previous customer service experience helpful

Job description

Brief Description

Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for possible new business.

Brief Description

Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for possible new business.

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

• 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