CSR- In office Sales Representative

Fred Loya Insurance Agency; Dinuba (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency in Dinuba, CA seeks a full-time customer service professional to assist clients with policy questions, payments, and quotes. You will engage with customers to identify needs and support renewals and cancellations, while maintaining a clean, organized office environment.

The role emphasizes bilingual English/Spanish communication, strong customer service skills, and compliance with state licensing requirements, with a flexible schedule and reliable transportation as

Qualifications

• Computer literate from basic to intermediate skills as preferred.
• Bilingual English/Spanish is helpful.
• Must have excellent communication skills, be assertive, and provide a first-rate experience for customers.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Provide professional, courteous service to internal and external customers.
• Answer questions about customer policies.
• Accept payments and process transactions.
• Identify customer needs regarding policies.
• Follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOLs (vehicle inspections).
• Taking vehicle pictures as required.
• Bank deposits.

Skills

Bilingual English/Spanish

Excellent communication

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