CSR- In office Sales Representative

Fred Loya Insurance Agency

Bedford (TX)

On-site

USD 35,000 - 45,000

Full time

14 days+
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Job summary

A local insurance company in Bedford, Texas is seeking a Customer Service Representative to handle auto insurance sales and service. The ideal candidate should be computer literate, preferably bilingual in English and Spanish, and have excellent communication skills. This full-time position offers an engaging work environment where you will assist customers with their insurance policies, payments, and inquiries.

Qualifications

  • Must pass state licensing requirements.
  • Previous customer service experience is helpful.
  • Flexible schedule.

Responsibilities

  • Sell new auto insurance policies.
  • Renew and service existing policies.
  • Provide professional, courteous service to customers.
  • Process transactions and accept payments.

Skills

Computer literate
Bilingual (English/Spanish)
Excellent communication skills
Assertiveness
Customer service orientation

Education

High School Diploma

Job description

Join to apply for the CSR- In office Sales Representative role at Fred Loya Insurance Agency

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
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
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

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Other
  • Industries: Insurance
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