CSR- In office Sales Representative

Fred Loya Insurance Agency; Bethany (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in the insurance industry is seeking a Customer Service Representative to join their team in Bethany, OK. In this full-time role, you will sell and service auto insurance policies while providing exceptional customer experiences. The ideal candidate will be computer literate, preferably bilingual, and possess strong communication skills. This position offers an opportunity to develop your career in a dynamic environment.

Qualifications

• Must pass state licensing requirements.
• Previous customer service experience is helpful.
• Must be assertive and provide excellent service.

Responsibilities

• Sell new auto insurance policies and service existing ones.
• Follow up with customers on quotes and renewals.
• Maintain a neat and professional work area.

Skills

Communication

Customer Service

Computer literacy

Bilingual (English/Spanish)

Education

High School Diploma

Job description

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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

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

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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