CSR- In office Sales Representative

Fred Loya Insurance Agency; Cedar Park (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a Customer Service Representative in Cedar Park, TX to sell auto policies, renew existing ones, and service customers. You will support marketing efforts for new business and provide a first-rate customer experience.

The role requires excellent communication, flexibility, and reliable transportation, with a likely full-time schedule. Bilingual English/Spanish is a plus.

Qualifications

• Computer literacy from basic to intermediate level.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.
• Bilingual English/Spanish is helpful.
• Excellent communication and customer service skills.
• Previous customer service experience is helpful.

Responsibilities

• Sales of new auto insurance policies and policy renewals.
• Service existing policies and respond to customer inquiries.
• Market for potential new business opportunities.
• Answer questions regarding customer’s policy and process payments.
• Follow up on quotes, renewals, and cancellations.
• Participate in marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOLs and vehicle inspections as required.

Skills

Bilingual English/Spanish

Excellent communication

Customer service mindset

Sales oriented

Flexibility

Reliable transportation

Education

High School Diploma

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