CSR- In office Sales Representative

Fred Loya Insurance Agency; Bessemer (AL); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading insurance agency is looking for a Customer Service Representative to join their team in Bessemer, AL. This full-time role includes selling new insurance policies, servicing current customers, and participating in marketing initiatives. Ideal candidates will possess a high school diploma, excellent communication skills, and a customer-centric approach.

Qualifications

• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation required.

Responsibilities

• Sell new auto insurance policies and service existing policies.
• Answer customer questions about policies and process transactions.
• Participate in marketing initiatives for new business development.

Skills

Computer literacy

Bilingual (English/Spanish)

Excellent communication

Assertiveness

Customer experience

Education

High School Diploma

Job description

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

Brief Description

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

Requirements

• Computer literacy from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Excellent communication skills, assertiveness, and ability to provide a first-rate customer experience
• 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

• Provide professional, courteous service to customers
• Answer questions about policies
• Accept payments and process transactions
• Identify customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Participate in marketing initiatives for new business development as needed
• Maintain a clean and organized work area
• Conduct vehicle inspections (FNOLs)
• Take vehicle pictures (bending and squatting required)
• Handle bank deposits
• This is a full-time position
• Other duties as assigned

Additional Information

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

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