CSR- In office Sales Representative

Fred Loya Insurance Agency; Dallas (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Dallas is seeking a full-time insurance customer service representative to serve internal and external customers, answer questions about policies, accept payments, and process transactions.

You will identify customer needs, follow up on quotes, renewals and cancellations, participate in marketing initiatives for new business, and maintain a neat office. Bilingual English/Spanish is helpful; must pass state licensing requirements and have a high school diploma.

Qualifications

• Computer literacy from basic to intermediate level.
• Bilingual English/Spanish is helpful.
• Excellent communication skills and ability to provide a first-rate customer experience.

Responsibilities

• Sales: provide professional service to internal and external customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify potential customer needs regarding policies.
• Follow up on quotes, renewals, and cancellations.
• Involved with marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOLs (vehicle inspections).
• Taking vehicle pictures (squatting, bending, flexing required).
• Bank run deposits.
• Position is full time.
• Other duties as assigned.

Skills

Computer literate

Bilingual English/Spanish

Excellent communication

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