CSR- In office Sales Representative

Fred Loya Insurance Agency; Ceres (CA); On-site; USD 38,000 - 55,000; Full time

Job summary

Fred Loya Insurance Agency in California seeks a Customer Service Representative to sell auto insurance policies, renewals, and service existing policies while marketing for new business opportunities.

The role emphasizes providing a first-rate customer experience, bilingual English/Spanish is helpful, and candidates should be able to pass state licensing requirements; a flexible schedule and reliable transportation are preferred. This is a full-time position in a fast-paced office environment.

Qualifications

• High School Diploma or equivalent.
• Bilingual English/Spanish is helpful.
• Excellent communication skills; be assertive and provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.

Responsibilities

• Sales of new auto insurance policies.
• Provide professional, courteous service to customers.
• Answer questions regarding customer policies.
• Accept payments and process transactions.
• Identify customer policy needs and cross-sell opportunities.
• Follow up on quotes, renewals, and cancellations.
• Support marketing for new business development as needed.
• Maintain a neat, organized workspace.
• Handle FNOL vehicle inspections.
• Take vehicle pictures as required.
• Perform bank deposits.
• Position is full-time.
• Other duties as assigned.

Skills

Computer literacy

Bilingual EN/ES

Communication skills

Licensing

Flexible schedule

Reliable transportation

Education

High School Diploma

Previous customer service experience

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.

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

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

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