CSR- In office Sales Representative

Fred Loya Insurance Agency; Bryan (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

Fred Loya Insurance Agency in Texas is seeking a full-time customer service representative to assist policyholders and agents. You will answer questions about policies, accept payments, and process transactions.

The role requires basic to intermediate computer skills, bilingual English/Spanish is helpful, and strong communication to deliver a first-rate customer experience. Flexibility with schedule and reliable transportation are preferred.

Qualifications

• Basic to intermediate computer skills required.
• Bilingual English/Spanish is helpful.
• Excellent communication and customer service skills.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.

Responsibilities

• Provide professional, courteous service to internal and external customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify 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.

Skills

Communication skills

Bilingual English/Spanish

Computer literacy

Education

High School Diploma

Job description

• 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)
• Position is full time
• Other duties as assigned

Brief 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

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