CSR- In office Sales Representative

Fred Loya Insurance Agency; Cleveland (OH); On-site; USD 34,000 - 42,000; Full time

Job summary

Fred Loya Insurance Agency in Cleveland, OH is seeking a full-time customer service associate to assist customers with policy inquiries, payments, and transactions. You will identify customer needs, follow up on quotes, renewals, and cancellations, and participate in marketing efforts as needed.

Ideal candidates have a High School Diploma, strong communication skills, and the ability to work a flexible schedule. Prior customer service experience is helpful and licensing requirements must be met.

Qualifications

• Excellent communication skills to provide a first-rate customer experience.
• Bilingual English/Spanish is helpful for a diverse client base.
• Must pass state licensing requirements.
• Flexible schedule to accommodate customer needs.
• Reliable transportation to and from work.

Responsibilities

• Provide professional, courteous service to customers and internal staff.
• Answer questions regarding customer policies and coverages.
• Accept payments and process transactions.
• Identify potential needs related to customers' policies.
• Follow up on quotes, renewals and cancellations.

Skills

Communication skills

Bilingual English/Spanish

Licensing requirements

Flexible schedule

Reliable transportation

Education

High School Diploma

Previous customer service experience helpful

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

Essential Duties and Responsibilities

• 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

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

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

• 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